+144.3%
ASML vs FWONK
+62.8%
+81.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.6% | +4.6% | +5.9% |
| 7D | -0.8% | +14.4% | -15.2% | -4.0% |
| 30D | -14.9% | +14.9% | -29.7% | -17.7% |
| 3M | -13.0% | +5.0% | -18.0% | -13.9% |
| 6M | -4.7% | +14.4% | -19.1% | -8.6% |
| YTD | +42.3% | +9.6% | +32.7% | +38.1% |
| 1Y | +49.7% | +5.9% | +43.8% | +47.2% |
| 3Y | +144.3% | +64.1% | +80.1% | +105.5% |
| All | +144.3% | +62.8% | +81.4% | +105.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling