+20.5%
DOCU vs FWONK
+7.9%
+12.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.1% | +0.8% |
| 7D | +4.1% | +2.5% | +1.5% | +3.7% |
| 30D | +7.4% | +20.0% | -12.6% | +4.3% |
| 3M | +26.0% | +5.2% | +20.9% | +25.9% |
| 6M | +79.2% | +18.7% | +60.5% | +75.9% |
| YTD | +18.1% | +10.7% | +7.4% | +17.9% |
| 1Y | +20.5% | +8.2% | +12.3% | +25.3% |
| All | +20.5% | +7.9% | +12.6% | +25.3% |
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