+244.8%
NEE vs FWONK
+340.2%
-95.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | -1.3% | +0.1% | -1.4% | -1.4% |
| 30D | -3.3% | -7.7% | +4.4% | -1.9% |
| 3M | -2.3% | +5.7% | -8.0% | -3.5% |
| 6M | -8.9% | +13.5% | -22.3% | -11.4% |
| YTD | +4.8% | -3.0% | +7.7% | +4.8% |
| 1Y | +18.7% | -6.4% | +25.1% | +19.5% |
| 3Y | +33.2% | +43.8% | -10.6% | +20.9% |
| 5Y | +10.9% | +98.6% | -87.7% | -7.3% |
| All | +244.8% | +340.2% | -95.4% | +150.2% |
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