+571.0%
WPM vs FWONK
+276.9%
+294.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | -0.6% | +0.1% | -0.6% | -0.6% |
| 30D | +14.4% | -7.7% | +22.2% | +15.7% |
| 3M | +37.0% | +5.7% | +31.3% | +36.0% |
| 6M | +4.1% | +13.5% | -9.3% | +2.5% |
| YTD | +31.7% | -3.0% | +34.7% | +32.0% |
| 1Y | +44.2% | -6.4% | +50.6% | +45.1% |
| 3Y | +265.5% | +43.8% | +221.7% | +247.3% |
| 5Y | +262.5% | +98.6% | +163.9% | +232.4% |
| 10Y | +539.8% | +340.0% | +199.8% | +435.9% |
| All | +571.0% | +276.9% | +294.1% | +463.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling