+198.1%
DOCN vs FWONK
+115.8%
+82.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -0.6% | +13.2% | +13.0% |
| 7D | +16.3% | -2.1% | +18.4% | +17.7% |
| 30D | +2.0% | -7.7% | +9.7% | +6.7% |
| 3M | -25.2% | +9.3% | -34.5% | -30.8% |
| 6M | +132.7% | +13.3% | +119.3% | +107.2% |
| YTD | +163.3% | -3.6% | +166.9% | +162.0% |
| 1Y | +280.3% | -6.8% | +287.1% | +285.7% |
| 3Y | +371.8% | +43.9% | +328.0% | +231.2% |
| 5Y | +87.1% | +94.4% | -7.3% | +6.9% |
| All | +198.1% | +115.8% | +82.3% | +69.6% |
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