+62.2%
DOCU vs FWONK
+233.2%
-171.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.9% | -1.7% |
| 7D | -1.4% | -0.6% | -0.8% | -1.2% |
| 30D | +8.1% | -5.8% | +13.8% | +10.5% |
| 3M | +43.0% | +10.0% | +33.0% | +37.8% |
| 6M | +32.4% | +14.7% | +17.7% | +25.1% |
| YTD | -5.8% | -1.7% | -4.0% | -5.9% |
| 1Y | -19.2% | -4.6% | -14.6% | -18.5% |
| 3Y | +28.4% | +46.7% | -18.3% | +8.7% |
| 5Y | -77.1% | +99.4% | -176.5% | -82.0% |
| All | +62.2% | +233.2% | -171.0% | +13.7% |
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