+317.0%
FWONK vs IBN
+324.2%
-7.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.4% |
| 7D | +0.1% | -3.0% | +3.1% | +1.0% |
| 30D | -7.7% | -1.5% | -6.2% | -7.4% |
| 3M | +5.7% | +7.9% | -2.2% | +3.1% |
| 6M | +13.5% | +8.6% | +4.8% | +10.3% |
| YTD | -3.0% | -0.6% | -2.4% | -3.3% |
| 1Y | -6.4% | -7.3% | +0.9% | -4.9% |
| 3Y | +43.8% | +26.2% | +17.6% | +30.9% |
| 5Y | +98.6% | +57.8% | +40.7% | +65.7% |
| All | +317.0% | +324.2% | -7.2% | +164.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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