+882.5%
MSTR vs FWONK
+274.4%
+608.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -4.2% |
| 7D | +9.3% | -2.1% | +11.4% | +10.2% |
| 30D | +36.5% | -7.7% | +44.2% | +41.1% |
| 3M | +7.3% | +9.3% | -2.0% | +3.1% |
| 6M | +2.2% | +13.3% | -11.1% | -3.5% |
| YTD | -10.2% | -3.6% | -6.5% | -9.7% |
| 1Y | -58.6% | -6.8% | -51.9% | -57.9% |
| 3Y | +283.2% | +43.9% | +239.3% | +223.1% |
| 5Y | +113.8% | +94.4% | +19.3% | +66.6% |
| 10Y | +690.7% | +353.8% | +336.9% | +358.7% |
| All | +882.5% | +274.4% | +608.1% | +435.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling