+270.3%
ORCL vs FWONK
+281.3%
-11.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +8.0% | +2.5% | +5.4% | +7.4% |
| 30D | -4.0% | +20.0% | -23.9% | -8.2% |
| 3M | -19.5% | +5.2% | -24.6% | -20.6% |
| 6M | -33.5% | +18.7% | -52.2% | -36.5% |
| YTD | -34.8% | +10.7% | -45.5% | -37.0% |
| 1Y | -41.6% | +8.2% | -49.9% | -43.2% |
| 3Y | +13.8% | +64.6% | -50.8% | -1.8% |
| 5Y | +43.4% | +92.5% | -49.1% | +17.5% |
| All | +270.3% | +281.3% | -11.0% | +144.8% |
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