+9.2%
DOV vs FWONK
-4.6%
+13.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.1% |
| 7D | -2.7% | -6.2% | +3.5% | -2.2% |
| 30D | -8.1% | -0.6% | -7.5% | -7.9% |
| 3M | -9.4% | +11.1% | -20.5% | -10.4% |
| 6M | -12.6% | +11.7% | -24.3% | -13.7% |
| YTD | -0.5% | -3.1% | +2.6% | -0.8% |
| 1Y | +9.2% | -4.2% | +13.4% | +8.1% |
| All | +9.2% | -4.6% | +13.8% | +8.1% |
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 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