+292.4%
C vs FWONK
+340.2%
-47.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.2% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +0.9% | -7.7% | +8.6% | +4.3% |
| 3M | +1.1% | +5.7% | -4.7% | -2.1% |
| 6M | +28.4% | +13.5% | +14.9% | +20.0% |
| YTD | +20.8% | -3.0% | +23.7% | +20.5% |
| 1Y | +43.4% | -6.4% | +49.9% | +45.1% |
| 3Y | +274.9% | +43.8% | +231.1% | +204.6% |
| 5Y | +136.7% | +98.6% | +38.1% | +58.6% |
| All | +292.4% | +340.2% | -47.8% | +103.4% |
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