+1,767.1%
ASML vs FWONK
+363.5%
+1,403.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.9% | -4.0% | -2.7% |
| 7D | +2.8% | -0.6% | +3.4% | +3.0% |
| 30D | -0.2% | -5.8% | +5.5% | +1.8% |
| 3M | -2.6% | +10.0% | -12.6% | -6.7% |
| 6M | +27.9% | +14.7% | +13.2% | +20.2% |
| YTD | +62.4% | -1.7% | +64.2% | +61.5% |
| 1Y | +116.2% | -4.6% | +120.8% | +116.9% |
| 3Y | +182.4% | +46.7% | +135.7% | +135.4% |
| 5Y | +112.4% | +99.4% | +13.0% | +59.3% |
| 10Y | +1,767.1% | +345.6% | +1,421.5% | +1,052.8% |
| All | +1,767.1% | +363.5% | +1,403.6% | +1,052.8% |
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