+98.6%
DAL vs FWONK
+98.5%
+0.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -1.1% |
| 7D | +0.8% | -0.6% | +1.4% | +1.0% |
| 30D | -11.7% | -5.8% | -6.0% | -9.4% |
| 3M | -2.7% | +10.0% | -12.8% | -7.5% |
| 6M | +30.7% | +14.7% | +16.0% | +21.6% |
| YTD | +14.4% | -1.7% | +16.1% | +14.0% |
| 1Y | +31.2% | -4.6% | +35.8% | +32.2% |
| 3Y | +99.4% | +46.7% | +52.8% | +60.1% |
| 5Y | +98.6% | +99.4% | -0.8% | +20.6% |
| All | +98.6% | +98.5% | +0.1% | +20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling