+1,044.2%
CDNS vs FWONK
+340.2%
+704.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | -10.4% | -7.7% | -2.7% | -8.0% |
| 3M | -24.6% | +5.7% | -30.3% | -26.3% |
| 6M | -1.6% | +13.5% | -15.1% | -6.4% |
| YTD | -7.4% | -3.0% | -4.5% | -7.3% |
| 1Y | -18.4% | -6.4% | -12.0% | -17.5% |
| 3Y | +19.0% | +43.8% | -24.9% | +2.6% |
| 5Y | +73.4% | +98.6% | -25.2% | +34.0% |
| All | +1,044.2% | +340.2% | +704.0% | +648.6% |
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