+300.9%
FWONK vs UUUU
+77.0%
+223.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.3% | +4.9% | -0.8% |
| 7D | -1.5% | -5.0% | +3.5% | -1.1% |
| 30D | -6.8% | -7.8% | +1.0% | -6.2% |
| 3M | +7.7% | -0.4% | +8.1% | +7.1% |
| 6M | +11.0% | -32.9% | +43.9% | +13.7% |
| YTD | -3.1% | -6.3% | +3.1% | -5.5% |
| 1Y | -3.5% | +7.9% | -11.4% | -8.8% |
| 3Y | +44.6% | +85.2% | -40.6% | +22.8% |
| 5Y | +98.3% | +97.0% | +1.3% | +58.1% |
| 10Y | +339.3% | +492.6% | -153.3% | +162.8% |
| All | +300.9% | +77.0% | +223.9% | +160.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling