+257.2%
PLD vs FWONK
+281.3%
-24.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | +1.3% | +2.5% | -1.2% | +0.6% |
| 30D | -1.4% | +20.0% | -21.3% | -6.8% |
| 3M | -8.2% | +5.2% | -13.3% | -9.8% |
| 6M | -8.0% | +18.7% | -26.7% | -13.2% |
| YTD | +3.2% | +10.7% | -7.5% | -0.9% |
| 1Y | +7.0% | +8.2% | -1.2% | +3.5% |
| 3Y | +38.3% | +64.6% | -26.3% | +15.3% |
| 5Y | +0.2% | +92.5% | -92.3% | -21.8% |
| All | +257.2% | +281.3% | -24.1% | +120.5% |
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