+95.5%
DOCU vs FWONK
+275.0%
-179.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.4% |
| 7D | -3.4% | +14.0% | -17.4% | -8.2% |
| 30D | +9.3% | +15.8% | -6.6% | +3.0% |
| 3M | +30.2% | +6.0% | +24.2% | +26.8% |
| 6M | +62.1% | +15.3% | +46.8% | +52.7% |
| YTD | +13.5% | +10.6% | +3.0% | +8.0% |
| 1Y | +11.5% | +7.0% | +4.5% | +7.4% |
| 3Y | +89.5% | +60.6% | +28.9% | +54.8% |
| 5Y | -69.6% | +92.6% | -162.2% | -76.4% |
| All | +95.5% | +275.0% | -179.5% | +30.5% |
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 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