+367.4%
EAT vs FWONK
+340.2%
+27.2%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | -7.7% | +0.1% | -7.8% | -7.8% |
| 30D | -13.6% | -7.7% | -5.8% | -9.6% |
| 3M | +33.9% | +5.7% | +28.2% | +28.9% |
| 6M | +47.2% | +13.5% | +33.7% | +35.0% |
| YTD | +48.1% | -3.0% | +51.0% | +47.7% |
| 1Y | +33.7% | -6.4% | +40.1% | +35.3% |
| 3Y | +595.8% | +43.8% | +551.9% | +413.1% |
| 5Y | +314.4% | +98.6% | +215.8% | +141.2% |
| All | +367.4% | +340.2% | +27.2% | +94.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling