+105.0%
DAL vs FWONK
+282.7%
-177.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.6% | -3.7% | -4.5% |
| 7D | +1.4% | +2.7% | -1.3% | +0.2% |
| 30D | +9.1% | +17.7% | -8.6% | +1.1% |
| 3M | -3.5% | +5.6% | -9.1% | -6.3% |
| 6M | +23.4% | +20.7% | +2.7% | +12.2% |
| YTD | +26.0% | +11.1% | +15.0% | +18.2% |
| 1Y | +44.6% | +7.7% | +36.9% | +37.5% |
| 3Y | +162.7% | +61.3% | +101.4% | +103.7% |
| 5Y | +113.0% | +93.2% | +19.7% | +48.6% |
| All | +105.0% | +282.7% | -177.6% | +3.2% |
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