+7.9%
ZBH vs FWONK
+0.2%
+7.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +3.5% | +10.0% | +12.7% |
| 7D | +14.3% | +8.9% | +5.4% | +12.6% |
| 30D | +20.3% | +4.1% | +16.2% | +19.2% |
| 3M | +15.3% | +2.6% | +12.7% | +14.6% |
| 6M | +33.9% | +12.2% | +21.7% | +32.2% |
| YTD | +23.5% | +0.4% | +23.1% | +21.4% |
| 1Y | +7.9% | -1.8% | +9.7% | +5.8% |
| All | +7.9% | +0.2% | +7.7% | +5.8% |
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