+288.6%
AZO vs FWONK
+340.2%
-51.6%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | -3.6% | +0.1% | -3.7% | -3.6% |
| 30D | -5.6% | -7.7% | +2.2% | -4.0% |
| 3M | -6.6% | +5.7% | -12.4% | -7.8% |
| 6M | -22.5% | +13.5% | -36.0% | -24.7% |
| YTD | -15.2% | -3.0% | -12.2% | -15.0% |
| 1Y | -33.9% | -6.4% | -27.5% | -33.4% |
| 3Y | +11.8% | +43.8% | -32.0% | +1.1% |
| 5Y | +85.5% | +98.6% | -13.0% | +53.5% |
| All | +288.6% | +340.2% | -51.6% | +170.3% |
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