+750.1%
ADI vs FWONK
+276.3%
+473.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.5% |
| 7D | +1.3% | -1.5% | +2.9% | +1.9% |
| 30D | -6.0% | -6.8% | +0.8% | -3.7% |
| 3M | -7.7% | +7.7% | -15.4% | -10.6% |
| 6M | +14.0% | +11.0% | +3.0% | +8.8% |
| YTD | +34.4% | -3.1% | +37.5% | +34.4% |
| 1Y | +48.0% | -3.5% | +51.4% | +47.8% |
| 3Y | +113.3% | +44.6% | +68.7% | +81.5% |
| 5Y | +131.1% | +98.3% | +32.8% | +73.4% |
| 10Y | +628.7% | +339.3% | +289.4% | +303.0% |
| All | +750.1% | +276.3% | +473.7% | +345.8% |
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 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