+1,029.4%
MDB vs FWONK
+145.6%
+883.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.2% |
| 7D | -1.8% | +0.1% | -1.9% | -1.9% |
| 30D | -17.3% | -7.7% | -9.5% | -13.8% |
| 3M | +2.2% | +5.7% | -3.5% | -1.2% |
| 6M | +33.9% | +13.5% | +20.4% | +24.3% |
| YTD | -13.7% | -3.0% | -10.7% | -13.1% |
| 1Y | +9.1% | -6.4% | +15.5% | +11.2% |
| 3Y | -8.1% | +43.8% | -52.0% | -27.8% |
| 5Y | -25.9% | +98.6% | -124.5% | -49.2% |
| All | +1,029.4% | +145.6% | +883.8% | +484.4% |
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