+103.1%
DOCN vs FWONK
+147.9%
-44.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.8% | -4.0% |
| 7D | +19.1% | +2.5% | +16.5% | +17.5% |
| 30D | -21.0% | +20.0% | -41.0% | -30.0% |
| 3M | -34.7% | +5.2% | -39.9% | -37.5% |
| 6M | -45.8% | +18.7% | -64.5% | -52.7% |
| YTD | +79.4% | +10.7% | +68.7% | +62.7% |
| 1Y | +91.0% | +8.2% | +82.8% | +75.5% |
| 3Y | +237.5% | +64.6% | +172.9% | +119.0% |
| 5Y | -30.4% | +92.5% | -122.9% | -61.7% |
| All | +103.1% | +147.9% | -44.8% | +5.3% |
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