-81.0%
PATH vs FWONK
+147.5%
-228.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.6% |
| 7D | +0.7% | +2.7% | -2.0% | -0.9% |
| 30D | -1.1% | +17.7% | -18.8% | -10.8% |
| 3M | -14.2% | +5.6% | -19.8% | -17.5% |
| 6M | +30.9% | +20.7% | +10.2% | +15.8% |
| YTD | -20.1% | +11.1% | -31.2% | -26.4% |
| 1Y | -8.1% | +7.7% | -15.8% | -13.6% |
| 3Y | -24.3% | +61.3% | -85.6% | -49.7% |
| 5Y | -75.6% | +93.2% | -168.8% | -86.2% |
| All | -81.0% | +147.5% | -228.5% | -89.6% |
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