-47.3%
DOCS vs FWONK
+0.2%
-47.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.5% | +2.8% | +4.7% |
| 7D | +1.2% | +8.9% | -7.7% | -2.6% |
| 30D | +21.3% | +4.1% | +17.2% | +18.9% |
| 3M | +58.4% | +2.6% | +55.8% | +57.2% |
| 6M | +39.3% | +12.2% | +27.1% | +34.4% |
| YTD | -21.7% | +0.4% | -22.1% | -20.3% |
| 1Y | -47.3% | -1.8% | -45.5% | -45.0% |
| All | -47.3% | +0.2% | -47.5% | -45.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling