+301.1%
FWONK vs SUI
+250.1%
+51.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.1% | -1.3% |
| 7D | -6.2% | -2.8% | -3.4% | -5.0% |
| 30D | -0.6% | -1.2% | +0.6% | -0.1% |
| 3M | +11.1% | -1.7% | +12.8% | +11.7% |
| 6M | +11.7% | -10.5% | +22.2% | +16.9% |
| YTD | -3.1% | -1.8% | -1.2% | -2.9% |
| 1Y | -4.2% | -4.1% | -0.1% | -3.2% |
| 3Y | +38.3% | +11.3% | +27.1% | +26.4% |
| 5Y | +92.2% | -32.1% | +124.3% | +121.1% |
| 10Y | +355.4% | +110.4% | +244.9% | +245.3% |
| All | +301.1% | +250.1% | +51.0% | +151.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling