-18.0%
WU vs FWONK
+0.2%
-18.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.5% | +1.9% | +4.3% |
| 7D | +8.2% | +8.9% | -0.7% | +5.4% |
| 30D | +8.0% | +4.1% | +3.9% | +6.6% |
| 3M | -6.6% | +2.6% | -9.2% | -7.6% |
| 6M | -23.3% | +12.2% | -35.5% | -25.0% |
| YTD | -22.4% | +0.4% | -22.8% | -21.7% |
| 1Y | -18.0% | -1.8% | -16.2% | -12.9% |
| All | -18.0% | +0.2% | -18.1% | -12.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling