+263.0%
WMB vs FWONK
+97.4%
+165.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.4% | -1.7% | -2.9% |
| 7D | -1.7% | -1.5% | -0.1% | -1.4% |
| 30D | +0.7% | -6.8% | +7.5% | +1.9% |
| 3M | +1.5% | +7.7% | -6.2% | -0.3% |
| 6M | +0.1% | +11.0% | -10.9% | -2.7% |
| YTD | +22.9% | -3.1% | +26.0% | +23.1% |
| 1Y | +27.9% | -3.5% | +31.3% | +27.9% |
| 3Y | +139.1% | +44.6% | +94.5% | +116.3% |
| All | +263.0% | +97.4% | +165.6% | +207.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded FWONK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling