+2,996.2%
MU vs FWONK
+274.4%
+2,721.8%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.4% |
| 7D | +7.2% | -2.1% | +9.2% | +8.0% |
| 30D | +14.0% | -7.7% | +21.7% | +17.4% |
| 3M | +5.4% | +9.3% | -3.9% | +0.5% |
| 6M | +170.3% | +13.3% | +156.9% | +153.0% |
| YTD | +250.7% | -3.6% | +254.3% | +248.9% |
| 1Y | +662.1% | -6.8% | +668.9% | +665.7% |
| 3Y | +1,341.2% | +43.9% | +1,297.3% | +1,082.5% |
| 5Y | +1,319.3% | +94.4% | +1,224.9% | +915.9% |
| 10Y | +5,778.3% | +353.8% | +5,424.5% | +2,720.6% |
| All | +2,996.2% | +274.4% | +2,721.8% | +1,281.4% |
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 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