+60.1%
DOCN vs FWONK
+93.1%
-33.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.3% | +3.8% |
| 7D | +1.1% | -6.2% | +7.3% | +5.3% |
| 30D | -9.6% | -0.6% | -9.1% | -9.9% |
| 3M | -37.7% | +11.1% | -48.8% | -43.3% |
| 6M | +115.2% | +11.7% | +103.5% | +92.7% |
| YTD | +133.7% | -3.1% | +136.8% | +131.8% |
| 1Y | +250.2% | -4.2% | +254.3% | +248.2% |
| 3Y | +320.3% | +38.3% | +281.9% | +199.4% |
| All | +60.1% | +93.1% | -33.0% | -27.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling