+265.4%
WPM vs FWONK
+97.7%
+167.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.0% |
| 7D | -0.6% | +0.1% | -0.6% | -0.6% |
| 30D | +14.4% | -7.7% | +22.2% | +16.7% |
| 3M | +37.0% | +5.7% | +31.3% | +35.2% |
| 6M | +4.1% | +13.5% | -9.3% | +1.2% |
| YTD | +31.7% | -3.0% | +34.7% | +32.2% |
| 1Y | +44.2% | -6.4% | +50.6% | +45.6% |
| 3Y | +265.5% | +43.8% | +221.7% | +231.6% |
| All | +265.4% | +97.7% | +167.7% | +230.7% |
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