+681.1%
P vs FWONK
+340.2%
+340.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.2% | +4.3% |
| 7D | -1.3% | +0.1% | -1.4% | -1.4% |
| 30D | -11.9% | -7.7% | -4.1% | -8.8% |
| 3M | +41.6% | +5.7% | +35.9% | +36.7% |
| 6M | +58.1% | +13.5% | +44.7% | +46.7% |
| YTD | +46.5% | -3.0% | +49.5% | +46.3% |
| 1Y | +19.1% | -6.4% | +25.5% | +20.9% |
| 3Y | +150.6% | +43.8% | +106.8% | +105.3% |
| 5Y | +271.8% | +98.6% | +173.2% | +153.0% |
| All | +681.1% | +340.2% | +340.9% | +281.1% |
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