+71.1%
BA vs FWONK
+339.5%
-268.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.1% |
| 7D | -2.7% | -1.5% | -1.2% | -2.0% |
| 30D | -12.2% | -6.8% | -5.4% | -9.2% |
| 3M | -2.0% | +7.7% | -9.7% | -6.0% |
| 6M | -6.0% | +11.0% | -16.9% | -11.3% |
| YTD | -5.7% | -3.1% | -2.6% | -5.4% |
| 1Y | -10.0% | -3.5% | -6.5% | -10.0% |
| 3Y | -3.1% | +44.6% | -47.7% | -24.1% |
| 5Y | -2.6% | +98.3% | -100.9% | -37.1% |
| All | +71.1% | +339.5% | -268.4% | -14.0% |
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