+49.9%
XLE vs FWONK
+0.2%
+49.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +3.5% | -8.3% | -4.1% |
| 7D | -7.2% | +8.9% | -16.1% | -5.9% |
| 30D | +0.1% | +4.1% | -4.0% | +0.9% |
| 3M | +9.2% | +2.6% | +6.6% | +9.9% |
| 6M | +8.4% | +12.2% | -3.8% | +10.8% |
| YTD | +44.9% | +0.4% | +44.5% | +51.9% |
| 1Y | +49.9% | -1.8% | +51.7% | +58.4% |
| All | +49.9% | +0.2% | +49.7% | +58.4% |
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