+11.7%
BABA vs FWONK
+281.3%
-269.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -13.8% | +2.5% | -16.3% | -14.4% |
| 30D | -15.1% | +20.0% | -35.1% | -19.7% |
| 3M | -22.7% | +5.2% | -27.9% | -24.0% |
| 6M | -34.7% | +18.7% | -53.4% | -38.4% |
| YTD | -35.0% | +10.7% | -45.7% | -37.5% |
| 1Y | -40.4% | +8.2% | -48.7% | -42.4% |
| 3Y | +21.9% | +64.6% | -42.6% | +2.1% |
| 5Y | -39.9% | +92.5% | -132.4% | -52.3% |
| All | +11.7% | +281.3% | -269.5% | -29.2% |
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 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