+1,381.0%
NET vs FWONK
+140.7%
+1,240.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.5% | -6.1% | -4.1% |
| 7D | -16.4% | +8.9% | -25.2% | -19.4% |
| 30D | -25.8% | +4.1% | -30.0% | -27.3% |
| 3M | -11.5% | +2.6% | -14.1% | -12.8% |
| 6M | +18.9% | +12.2% | +6.7% | +12.2% |
| YTD | +35.2% | +0.4% | +34.8% | +33.1% |
| 1Y | +14.5% | -1.8% | +16.3% | +13.7% |
| 3Y | +313.8% | +51.7% | +262.2% | +237.4% |
| 5Y | +32.6% | +79.2% | -46.6% | +4.3% |
| All | +1,381.0% | +140.7% | +1,240.3% | +950.5% |
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