+0.9%
BB vs FWONK
+340.2%
-339.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | -12.5% | -7.7% | -4.8% | -9.7% |
| 3M | -17.4% | +5.7% | -23.2% | -19.9% |
| 6M | +119.1% | +13.5% | +105.7% | +104.9% |
| YTD | +102.4% | -3.0% | +105.3% | +101.8% |
| 1Y | +98.2% | -6.4% | +104.6% | +100.2% |
| 3Y | +46.9% | +43.8% | +3.1% | +19.4% |
| 5Y | -26.4% | +98.6% | -125.0% | -47.5% |
| All | +0.9% | +340.2% | -339.3% | -38.2% |
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