+87.1%
DOCN vs FWONK
+147.6%
-60.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.1% |
| 7D | -12.1% | +14.0% | -26.1% | -19.5% |
| 30D | -41.0% | +15.8% | -56.9% | -46.5% |
| 3M | -38.7% | +6.0% | -44.7% | -41.6% |
| 6M | -51.5% | +15.3% | -66.8% | -56.8% |
| YTD | +65.3% | +10.6% | +54.7% | +49.9% |
| 1Y | +53.9% | +7.0% | +46.9% | +42.7% |
| 3Y | +215.6% | +60.6% | +155.0% | +108.8% |
| 5Y | -26.2% | +92.6% | -118.8% | -59.3% |
| All | +87.1% | +147.6% | -60.5% | -3.0% |
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