+301.5%
FWONK vs WCC
+327.3%
-25.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.6% | -0.8% |
| 7D | +0.1% | +1.5% | -1.4% | -0.4% |
| 30D | -7.7% | -2.1% | -5.6% | -7.5% |
| 3M | +5.7% | +3.8% | +1.9% | +3.4% |
| 6M | +13.5% | +35.0% | -21.5% | +2.2% |
| YTD | -3.0% | +46.4% | -49.3% | -15.1% |
| 1Y | -6.4% | +63.0% | -69.4% | -21.1% |
| 3Y | +43.8% | +133.9% | -90.1% | +2.8% |
| 5Y | +98.6% | +226.5% | -128.0% | +19.6% |
| 10Y | +340.0% | +536.5% | -196.5% | +70.7% |
| All | +301.5% | +327.3% | -25.8% | +67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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