+57.9%
DLR vs FWONK
+44.6%
+13.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | -4.3% | -7.7% | +3.4% | -3.5% |
| 3M | +3.8% | +5.7% | -1.9% | +2.7% |
| 6M | +5.8% | +13.5% | -7.6% | +3.5% |
| YTD | +23.5% | -3.0% | +26.5% | +23.6% |
| 1Y | +11.1% | -6.4% | +17.5% | +11.8% |
| 3Y | +57.9% | +43.8% | +14.0% | +48.6% |
| All | +57.9% | +44.6% | +13.3% | +48.6% |
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 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