+223.9%
NXPI vs FWONK
+340.2%
-116.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.3% | +4.4% |
| 7D | +3.9% | +0.1% | +3.8% | +3.8% |
| 30D | +1.4% | -7.7% | +9.1% | +4.7% |
| 3M | -21.5% | +5.7% | -27.2% | -23.9% |
| 6M | +19.4% | +13.5% | +5.9% | +11.8% |
| YTD | +9.9% | -3.0% | +12.9% | +9.5% |
| 1Y | +7.9% | -6.4% | +14.3% | +9.0% |
| 3Y | +22.7% | +43.8% | -21.2% | +1.0% |
| 5Y | +22.1% | +98.6% | -76.5% | -13.3% |
| All | +223.9% | +340.2% | -116.3% | +94.3% |
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