+15.2%
BABA vs FWONK
+340.2%
-325.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -3.5% | +0.1% | -3.6% | -3.5% |
| 30D | -12.7% | -7.7% | -5.0% | -10.7% |
| 3M | -3.0% | +5.7% | -8.7% | -5.1% |
| 6M | -19.1% | +13.5% | -32.5% | -22.5% |
| YTD | -24.7% | -3.0% | -21.8% | -24.7% |
| 1Y | -29.0% | -6.4% | -22.6% | -28.3% |
| 3Y | +30.9% | +43.8% | -12.9% | +14.6% |
| 5Y | -30.9% | +98.6% | -129.5% | -44.8% |
| All | +15.2% | +340.2% | -325.0% | -20.8% |
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