+115.6%
ASML vs FWONK
+92.3%
+23.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.5% | +3.2% |
| 7D | +6.0% | -2.1% | +8.1% | +7.0% |
| 30D | +1.4% | -7.7% | +9.1% | +5.0% |
| 3M | +1.0% | +9.3% | -8.3% | -4.3% |
| 6M | +37.0% | +13.3% | +23.6% | +26.8% |
| YTD | +65.8% | -3.6% | +69.4% | +66.1% |
| 1Y | +123.1% | -6.8% | +129.9% | +126.6% |
| 3Y | +188.2% | +43.9% | +144.3% | +119.7% |
| 5Y | +115.6% | +94.4% | +21.2% | +29.4% |
| All | +115.6% | +92.3% | +23.3% | +29.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling