+14.5%
DOC vs FWONK
+303.4%
-289.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | +6.5% | +15.0% | -8.5% | +1.4% |
| 30D | +9.2% | +11.3% | -2.2% | +5.1% |
| 3M | -2.5% | +6.7% | -9.2% | -4.9% |
| 6M | +7.1% | +19.9% | -12.9% | -0.1% |
| YTD | +33.0% | +7.9% | +25.1% | +28.3% |
| 1Y | +23.3% | +3.0% | +20.3% | +20.8% |
| 3Y | +44.9% | +63.6% | -18.7% | +17.6% |
| 5Y | -21.6% | +88.3% | -109.9% | -41.4% |
| All | +14.5% | +303.4% | -289.0% | -36.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling