+3,553.2%
FIX vs FWONK
+281.3%
+3,271.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +9.4% | +2.5% | +6.9% | +8.5% |
| 30D | -27.8% | +20.0% | -47.7% | -32.9% |
| 3M | -35.6% | +5.2% | -40.7% | -37.3% |
| 6M | -45.2% | +18.7% | -63.9% | -49.5% |
| YTD | +19.5% | +10.7% | +8.8% | +12.5% |
| 1Y | +24.2% | +8.2% | +16.0% | +17.9% |
| 3Y | +494.2% | +64.6% | +429.6% | +369.6% |
| 5Y | +1,036.1% | +92.5% | +943.6% | +718.9% |
| All | +3,553.2% | +281.3% | +3,271.9% | +1,791.5% |
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