+134.2%
DAL vs FWONK
+340.2%
-206.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +2.0% | +2.1% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | -11.1% | -7.7% | -3.4% | -8.0% |
| 3M | -2.1% | +5.7% | -7.8% | -5.0% |
| 6M | +35.8% | +13.5% | +22.4% | +27.5% |
| YTD | +16.0% | -3.0% | +19.0% | +16.2% |
| 1Y | +33.7% | -6.4% | +40.1% | +35.5% |
| 3Y | +102.3% | +43.8% | +58.5% | +66.4% |
| 5Y | +110.3% | +98.6% | +11.8% | +48.0% |
| All | +134.2% | +340.2% | -206.0% | +37.2% |
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