+114.3%
DLTR vs FWONK
+276.9%
-162.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | -10.1% | +0.1% | -10.2% | -10.1% |
| 30D | -8.1% | -7.7% | -0.4% | -6.6% |
| 3M | +2.9% | +5.7% | -2.9% | +1.5% |
| 6M | +4.3% | +13.5% | -9.1% | +1.5% |
| YTD | -3.9% | -3.0% | -1.0% | -3.7% |
| 1Y | +18.9% | -6.4% | +25.3% | +20.0% |
| 3Y | +1.9% | +43.8% | -41.9% | -6.8% |
| 5Y | +31.0% | +98.6% | -67.6% | +11.5% |
| 10Y | +44.8% | +340.0% | -295.2% | +2.9% |
| All | +114.3% | +276.9% | -162.7% | +44.8% |
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