+1,534.9%
ASML vs FWONK
+294.8%
+1,240.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.2% | -0.7% |
| 7D | -2.9% | +14.0% | -16.9% | -7.9% |
| 30D | -15.2% | +15.8% | -31.0% | -20.2% |
| 3M | -12.9% | +6.0% | -18.9% | -15.5% |
| 6M | -5.0% | +15.3% | -20.4% | -11.4% |
| YTD | +41.8% | +10.6% | +31.2% | +34.0% |
| 1Y | +46.0% | +7.0% | +39.1% | +39.7% |
| 3Y | +133.5% | +60.6% | +72.9% | +86.4% |
| 5Y | +93.0% | +92.6% | +0.4% | +43.2% |
| 10Y | +1,534.9% | +300.7% | +1,234.2% | +808.3% |
| All | +1,534.9% | +294.8% | +1,240.1% | +808.3% |
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