+689.7%
FLEX vs FWONK
+95.7%
+594.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.7% | -3.6% |
| 7D | +0.1% | -1.5% | +1.7% | +0.7% |
| 30D | -11.8% | -6.8% | -5.0% | -9.4% |
| 3M | -22.6% | +7.7% | -30.3% | -26.1% |
| 6M | +77.3% | +11.0% | +66.4% | +66.5% |
| YTD | +78.8% | -3.1% | +81.9% | +78.2% |
| 1Y | +86.1% | -3.5% | +89.5% | +85.0% |
| 3Y | +446.2% | +44.6% | +401.6% | +341.2% |
| 5Y | +689.7% | +98.3% | +591.4% | +395.1% |
| All | +689.7% | +95.7% | +594.0% | +395.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling