+328.9%
ORCL vs FWONK
+340.2%
-11.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.8% |
| 7D | -5.4% | +0.1% | -5.4% | -5.4% |
| 30D | -2.0% | -7.7% | +5.8% | -0.2% |
| 3M | -18.1% | +5.7% | -23.8% | -19.4% |
| 6M | -7.2% | +13.5% | -20.7% | -10.3% |
| YTD | -22.2% | -3.0% | -19.2% | -22.1% |
| 1Y | -50.6% | -6.4% | -44.2% | -50.3% |
| 3Y | +22.9% | +43.8% | -21.0% | +10.0% |
| 5Y | +79.3% | +98.6% | -19.3% | +47.5% |
| All | +328.9% | +340.2% | -11.3% | +205.3% |
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