+9.2%
DXCM vs FWONK
-3.0%
+12.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -1.9% | -1.8% |
| 7D | -5.5% | +0.1% | -5.6% | -5.6% |
| 30D | -8.6% | -7.7% | -0.8% | -7.7% |
| 3M | +10.3% | +5.7% | +4.6% | +9.6% |
| 6M | +25.2% | +13.5% | +11.8% | +23.6% |
| YTD | +25.1% | -3.0% | +28.1% | +20.4% |
| 1Y | +9.2% | -6.4% | +15.7% | +4.9% |
| All | +9.2% | -3.0% | +12.2% | +4.9% |
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