+61.6%
AG vs FWONK
+340.2%
-278.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.0% |
| 7D | -6.7% | +0.1% | -6.8% | -6.7% |
| 30D | +2.2% | -7.7% | +9.9% | +4.4% |
| 3M | +15.7% | +5.7% | +10.0% | +13.8% |
| 6M | -23.8% | +13.5% | -37.3% | -26.4% |
| YTD | +17.6% | -3.0% | +20.6% | +18.1% |
| 1Y | +88.6% | -6.4% | +95.0% | +91.0% |
| 3Y | +253.4% | +43.8% | +209.6% | +218.8% |
| 5Y | +62.4% | +98.6% | -36.1% | +36.6% |
| All | +61.6% | +340.2% | -278.6% | +22.2% |
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 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