+317.0%
FWONK vs UUUU
+465.5%
-148.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.1% | +0.6% |
| 7D | +0.1% | -10.5% | +10.6% | +1.1% |
| 30D | -7.7% | -10.5% | +2.8% | -6.9% |
| 3M | +5.7% | -14.1% | +19.8% | +6.7% |
| 6M | +13.5% | -35.5% | +48.9% | +16.7% |
| YTD | -3.0% | -10.9% | +8.0% | -4.9% |
| 1Y | -6.4% | +3.4% | -9.8% | -11.3% |
| 3Y | +43.8% | +73.1% | -29.3% | +22.5% |
| 5Y | +98.6% | +87.1% | +11.4% | +58.0% |
| All | +317.0% | +465.5% | -148.5% | +146.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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