+45.3%
DGX vs FWONK
+7.3%
+38.0%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +7.7% | -8.0% | -1.3% |
| 7D | +0.7% | +15.0% | -14.3% | -1.2% |
| 30D | +11.5% | +11.5% | 0.0% | +9.8% |
| 3M | +8.4% | +10.9% | -2.5% | +6.9% |
| 6M | +34.5% | +21.9% | +12.6% | +32.0% |
| YTD | +49.3% | +8.1% | +41.1% | +43.6% |
| 1Y | +45.3% | +5.0% | +40.3% | +40.5% |
| All | +45.3% | +7.3% | +38.0% | +40.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling