+99.4%
FWONK vs SUI
-33.5%
+132.9%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.4% | +3.3% | +2.3% |
| 7D | -0.6% | -4.3% | +3.7% | +0.7% |
| 30D | -5.8% | -2.1% | -3.6% | -5.2% |
| 3M | +10.0% | -6.1% | +16.1% | +12.0% |
| 6M | +14.7% | -12.8% | +27.4% | +19.1% |
| YTD | -1.7% | -4.6% | +2.9% | -0.7% |
| 1Y | -4.6% | -7.7% | +3.1% | -2.8% |
| 3Y | +46.7% | +10.9% | +35.7% | +37.6% |
| 5Y | +99.4% | -32.4% | +131.8% | +129.1% |
| All | +99.4% | -33.5% | +132.9% | +129.1% |
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