-76.9%
DOCU vs FWONK
+92.3%
-169.2%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -4.5% |
| 7D | +0.7% | -2.1% | +2.7% | +1.9% |
| 30D | +8.0% | -7.7% | +15.7% | +13.3% |
| 3M | +41.0% | +9.3% | +31.7% | +33.1% |
| 6M | +33.7% | +13.3% | +20.3% | +22.5% |
| YTD | -4.9% | -3.6% | -1.2% | -3.9% |
| 1Y | -20.4% | -6.8% | -13.6% | -18.0% |
| 3Y | +29.6% | +43.9% | -14.2% | -6.4% |
| 5Y | -76.9% | +94.4% | -171.3% | -86.6% |
| All | -76.9% | +92.3% | -169.2% | -86.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling