+6,480.5%
AVGO vs FWONK
+276.3%
+6,204.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.5% |
| 7D | +1.0% | -1.5% | +2.6% | +1.6% |
| 30D | -13.3% | -6.8% | -6.5% | -11.2% |
| 3M | -2.9% | +7.7% | -10.6% | -6.2% |
| 6M | +5.7% | +11.0% | -5.2% | +0.6% |
| YTD | +4.6% | -3.1% | +7.8% | +4.5% |
| 1Y | -1.6% | -3.5% | +1.8% | -2.1% |
| 3Y | +336.2% | +44.6% | +291.6% | +265.9% |
| 5Y | +695.6% | +98.3% | +597.4% | +485.2% |
| 10Y | +2,827.6% | +339.3% | +2,488.3% | +1,415.0% |
| All | +6,480.5% | +276.3% | +6,204.2% | +3,053.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling