+101.7%
DOCU vs FWONK
+276.7%
-174.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.6% |
| 7D | +1.6% | +2.7% | -1.2% | +0.5% |
| 30D | +10.8% | +17.7% | -6.8% | +3.9% |
| 3M | +38.0% | +5.6% | +32.3% | +34.5% |
| 6M | +77.4% | +20.7% | +56.7% | +64.3% |
| YTD | +17.2% | +11.1% | +6.1% | +11.3% |
| 1Y | +15.6% | +7.7% | +7.9% | +11.1% |
| 3Y | +95.6% | +61.3% | +34.3% | +59.5% |
| 5Y | -69.7% | +93.2% | -162.9% | -76.5% |
| All | +101.7% | +276.7% | -174.9% | +34.4% |
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