+53.6%
DOC vs FWONK
+66.5%
-12.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.2% |
| 7D | +4.3% | +14.0% | -9.7% | +1.8% |
| 30D | +9.2% | +15.8% | -6.7% | +6.1% |
| 3M | -0.8% | +6.0% | -6.9% | -2.0% |
| 6M | +7.1% | +15.3% | -8.2% | +4.0% |
| YTD | +34.0% | +10.6% | +23.4% | +30.6% |
| 1Y | +23.2% | +7.0% | +16.2% | +20.7% |
| 3Y | +53.6% | +60.6% | -7.0% | +42.5% |
| All | +53.6% | +66.5% | -12.9% | +42.5% |
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 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