+6.7%
XME vs FWONK
+0.2%
+6.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.5% | -4.5% | -1.3% |
| 7D | -5.5% | +8.9% | -14.3% | -6.1% |
| 30D | -11.1% | +4.1% | -15.3% | -11.4% |
| 3M | -11.1% | +2.6% | -13.7% | -11.2% |
| 6M | -18.0% | +12.2% | -30.2% | -19.3% |
| YTD | -7.4% | +0.4% | -7.8% | -5.6% |
| 1Y | +6.7% | -1.8% | +8.5% | +11.2% |
| All | +6.7% | +0.2% | +6.5% | +11.2% |
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