+188.2%
ASML vs FWONK
+43.1%
+145.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.5% | +3.1% |
| 7D | +6.0% | -2.1% | +8.1% | +6.6% |
| 30D | +1.4% | -7.7% | +9.1% | +3.5% |
| 3M | +1.0% | +9.3% | -8.3% | -2.5% |
| 6M | +37.0% | +13.3% | +23.6% | +30.5% |
| YTD | +65.8% | -3.6% | +69.4% | +66.0% |
| 1Y | +123.1% | -6.8% | +129.9% | +125.7% |
| 3Y | +188.2% | +43.9% | +144.3% | +152.7% |
| All | +188.2% | +43.1% | +145.0% | +152.7% |
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