+135.9%
WMT vs FWONK
+97.7%
+38.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.2% | +1.3% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | -7.4% | -7.7% | +0.3% | -6.5% |
| 3M | -10.9% | +5.7% | -16.6% | -11.5% |
| 6M | -12.7% | +13.5% | -26.1% | -14.2% |
| YTD | -3.2% | -3.0% | -0.2% | -3.0% |
| 1Y | +5.3% | -6.4% | +11.7% | +5.9% |
| 3Y | +101.9% | +43.8% | +58.0% | +91.8% |
| All | +135.9% | +97.7% | +38.2% | +120.5% |
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