+153.8%
GEN vs FWONK
+340.2%
-186.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | +6.1% | -7.7% | +13.9% | +7.9% |
| 3M | +27.0% | +5.7% | +21.2% | +25.5% |
| 6M | +43.9% | +13.5% | +30.4% | +40.0% |
| YTD | +13.0% | -3.0% | +15.9% | +13.4% |
| 1Y | +4.0% | -6.4% | +10.4% | +5.1% |
| 3Y | +66.2% | +43.8% | +22.4% | +52.5% |
| 5Y | +23.2% | +98.6% | -75.4% | +5.6% |
| All | +153.8% | +340.2% | -186.4% | +98.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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