+317.0%
FWONK vs MDY
+177.2%
+139.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.5% |
| 7D | +0.1% | -1.9% | +2.0% | +1.6% |
| 30D | -7.7% | -4.6% | -3.1% | -4.1% |
| 3M | +5.7% | -1.2% | +6.9% | +6.5% |
| 6M | +13.5% | +9.2% | +4.3% | +4.7% |
| YTD | -3.0% | +13.1% | -16.0% | -13.5% |
| 1Y | -6.4% | +13.0% | -19.4% | -16.8% |
| 3Y | +43.8% | +49.2% | -5.4% | -2.9% |
| 5Y | +98.6% | +47.2% | +51.3% | +32.7% |
| All | +317.0% | +177.2% | +139.8% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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