+93.2%
FWONK vs SUI
-27.8%
+121.0%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.8% | -1.3% |
| 7D | +2.7% | -3.8% | +6.6% | +3.9% |
| 30D | +17.7% | +3.9% | +13.7% | +16.2% |
| 3M | +5.6% | +0.2% | +5.4% | +5.4% |
| 6M | +20.7% | -4.2% | +24.8% | +21.8% |
| YTD | +11.1% | -2.5% | +13.6% | +11.4% |
| 1Y | +7.7% | -4.0% | +11.7% | +8.4% |
| 3Y | +61.3% | +16.5% | +44.8% | +48.8% |
| 5Y | +93.2% | -27.2% | +120.4% | +117.9% |
| All | +93.2% | -27.8% | +121.0% | +117.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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