+94.2%
DOCU vs FWONK
+62.8%
+31.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.4% |
| 7D | -4.8% | +14.4% | -19.1% | -9.5% |
| 30D | +9.4% | +14.9% | -5.5% | +3.7% |
| 3M | +29.0% | +5.0% | +24.0% | +26.6% |
| 6M | +62.3% | +14.4% | +48.0% | +53.9% |
| YTD | +13.7% | +9.6% | +4.0% | +9.6% |
| 1Y | +11.5% | +5.9% | +5.7% | +9.3% |
| 3Y | +94.2% | +64.1% | +30.0% | +60.1% |
| All | +94.2% | +62.8% | +31.3% | +60.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling