+669.0%
GRMN vs FWONK
+340.2%
+328.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.1% | +4.2% |
| 7D | +2.4% | +0.1% | +2.3% | +2.4% |
| 30D | -8.5% | -7.7% | -0.7% | -6.4% |
| 3M | +19.5% | +5.7% | +13.7% | +17.4% |
| 6M | +21.2% | +13.5% | +7.7% | +16.4% |
| YTD | +41.0% | -3.0% | +44.0% | +41.5% |
| 1Y | +19.6% | -6.4% | +26.0% | +20.9% |
| 3Y | +183.8% | +43.8% | +140.0% | +150.2% |
| 5Y | +83.0% | +98.6% | -15.6% | +44.7% |
| All | +669.0% | +340.2% | +328.8% | +404.1% |
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