+73.2%
MSFU vs FWONK
+56.1%
+17.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +1.0% | +1.1% |
| 7D | -1.8% | +0.1% | -1.9% | -1.9% |
| 30D | +0.5% | -7.7% | +8.2% | +4.0% |
| 3M | +51.9% | +5.7% | +46.1% | +47.1% |
| 6M | +35.0% | +13.5% | +21.5% | +26.4% |
| YTD | -9.0% | -3.0% | -6.1% | -8.8% |
| 1Y | -18.8% | -6.4% | -12.4% | -17.5% |
| 3Y | +25.5% | +43.8% | -18.3% | +1.0% |
| All | +73.2% | +56.1% | +17.1% | +30.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling