+258.5%
BN vs FWONK
+340.2%
-81.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.3% | +0.4% |
| 7D | -5.2% | +0.1% | -5.3% | -5.2% |
| 30D | -14.5% | -7.7% | -6.7% | -11.7% |
| 3M | -15.0% | +5.7% | -20.7% | -17.2% |
| 6M | -5.4% | +13.5% | -18.9% | -10.7% |
| YTD | -16.4% | -3.0% | -13.5% | -16.2% |
| 1Y | -16.2% | -6.4% | -9.8% | -15.0% |
| 3Y | +67.5% | +43.8% | +23.7% | +40.9% |
| 5Y | +34.1% | +98.6% | -64.4% | -1.5% |
| All | +258.5% | +340.2% | -81.7% | +118.4% |
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