+85.2%
F vs FWONK
+339.5%
-254.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.4% | +4.6% | +3.7% |
| 7D | -3.7% | -1.5% | -2.1% | -3.2% |
| 30D | -0.7% | -6.8% | +6.1% | +1.7% |
| 3M | -1.9% | +7.7% | -9.6% | -4.8% |
| 6M | +16.1% | +11.0% | +5.1% | +11.1% |
| YTD | +9.5% | -3.1% | +12.6% | +9.8% |
| 1Y | +27.2% | -3.5% | +30.7% | +27.3% |
| 3Y | +36.3% | +44.6% | -8.3% | +13.5% |
| 5Y | +49.3% | +98.3% | -49.0% | +9.4% |
| All | +85.2% | +339.5% | -254.3% | +13.0% |
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