+70.5%
DOCN vs FWONK
+141.7%
-71.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.6% |
| 7D | -19.2% | +15.0% | -34.1% | -26.5% |
| 30D | -43.1% | +11.3% | -54.4% | -47.2% |
| 3M | -40.7% | +6.7% | -47.4% | -43.9% |
| 6M | -55.0% | +19.9% | -74.9% | -61.3% |
| YTD | +50.6% | +7.9% | +42.7% | +38.4% |
| 1Y | +54.0% | +3.0% | +50.9% | +46.0% |
| 3Y | +203.9% | +63.6% | +140.3% | +95.9% |
| 5Y | -29.4% | +88.3% | -117.6% | -60.6% |
| All | +70.5% | +141.7% | -71.2% | -10.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling