+1,115.5%
FLEX vs FWONK
+340.2%
+775.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.2% | +7.0% | +7.1% |
| 7D | +5.7% | +0.1% | +5.6% | +5.7% |
| 30D | -7.0% | -7.7% | +0.7% | -3.6% |
| 3M | -23.8% | +5.7% | -29.5% | -26.9% |
| 6M | +82.6% | +13.5% | +69.2% | +68.9% |
| YTD | +91.6% | -3.0% | +94.6% | +90.8% |
| 1Y | +100.6% | -6.4% | +107.0% | +102.5% |
| 3Y | +479.8% | +43.8% | +435.9% | +359.6% |
| 5Y | +746.5% | +98.6% | +647.9% | +452.8% |
| All | +1,115.5% | +340.2% | +775.3% | +490.7% |
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