+724.9%
DELL vs FWONK
+44.6%
+680.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.2% | +11.8% | +11.9% |
| 7D | +8.2% | +0.1% | +8.1% | +8.2% |
| 30D | +17.1% | -7.7% | +24.8% | +20.2% |
| 3M | +45.2% | +5.7% | +39.4% | +40.9% |
| 6M | +286.8% | +13.5% | +273.3% | +263.9% |
| YTD | +354.8% | -3.0% | +357.7% | +353.8% |
| 1Y | +358.3% | -6.4% | +364.7% | +362.6% |
| 3Y | +724.9% | +43.8% | +681.1% | +623.3% |
| All | +724.9% | +44.6% | +680.3% | +623.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling