+215.4%
ADSK vs FWONK
+340.2%
-124.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | -2.5% | +0.1% | -2.6% | -2.6% |
| 30D | -14.9% | -7.7% | -7.1% | -12.1% |
| 3M | +3.3% | +5.7% | -2.4% | +1.1% |
| 6M | -15.7% | +13.5% | -29.1% | -20.1% |
| YTD | -28.2% | -3.0% | -25.3% | -27.8% |
| 1Y | -34.5% | -6.4% | -28.1% | -33.3% |
| 3Y | -2.9% | +43.8% | -46.7% | -18.9% |
| 5Y | -25.3% | +98.6% | -123.9% | -45.3% |
| All | +215.4% | +340.2% | -124.8% | +86.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling