+317.0%
FWONK vs DAR
+366.1%
-49.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.6% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | -7.7% | +2.6% | -10.4% | -8.6% |
| 3M | +5.7% | +14.2% | -8.5% | +1.8% |
| 6M | +13.5% | +17.2% | -3.7% | +8.2% |
| YTD | -3.0% | +80.9% | -83.8% | -17.2% |
| 1Y | -6.4% | +104.0% | -110.4% | -23.1% |
| 3Y | +43.8% | +3.6% | +40.2% | +36.9% |
| 5Y | +98.6% | -7.8% | +106.4% | +86.0% |
| All | +317.0% | +366.1% | -49.1% | +98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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