+5,074.9%
DELL vs FWONK
+359.2%
+4,715.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +20.3% |
| 3M | +45.2% | +5.7% | +39.4% | +41.5% |
| 6M | +286.8% | +13.5% | +273.3% | +266.9% |
| YTD | +354.8% | -3.0% | +357.7% | +356.0% |
| 1Y | +358.3% | -6.4% | +364.7% | +364.3% |
| 3Y | +724.9% | +43.8% | +681.1% | +611.0% |
| 5Y | +1,193.7% | +98.6% | +1,095.1% | +885.3% |
| 10Y | +4,433.8% | +340.0% | +4,093.8% | +2,961.0% |
| All | +5,074.9% | +359.2% | +4,715.7% | +3,426.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling