+39.4%
DOV vs FWONK
+44.6%
-5.2%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | -2.0% | +0.1% | -2.1% | -2.0% |
| 30D | -8.9% | -7.7% | -1.2% | -7.3% |
| 3M | -13.3% | +5.7% | -19.0% | -14.6% |
| 6M | -9.7% | +13.5% | -23.1% | -12.8% |
| YTD | -2.5% | -3.0% | +0.5% | -2.1% |
| 1Y | +7.2% | -6.4% | +13.6% | +8.5% |
| 3Y | +39.4% | +43.8% | -4.4% | +30.3% |
| All | +39.4% | +44.6% | -5.2% | +30.3% |
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 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