-74.2%
OPEN vs FWONK
+184.8%
-258.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.5% |
| 7D | -11.4% | +0.1% | -11.5% | -11.5% |
| 30D | -20.1% | -7.7% | -12.3% | -14.7% |
| 3M | -37.6% | +5.7% | -43.3% | -41.0% |
| 6M | -47.1% | +13.5% | -60.5% | -53.3% |
| YTD | -52.1% | -3.0% | -49.2% | -52.3% |
| 1Y | -73.5% | -6.4% | -67.1% | -72.6% |
| 3Y | -24.4% | +43.8% | -68.2% | -49.0% |
| 5Y | -85.1% | +98.6% | -183.7% | -91.5% |
| All | -74.2% | +184.8% | -258.9% | -86.3% |
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