+1,502.1%
QLD vs FWONK
+281.3%
+1,220.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.2% |
| 7D | +7.0% | +2.5% | +4.5% | +5.4% |
| 30D | -14.3% | +20.0% | -34.3% | -24.4% |
| 3M | -16.0% | +5.2% | -21.2% | -19.7% |
| 6M | -14.2% | +18.7% | -32.9% | -25.0% |
| YTD | +12.8% | +10.7% | +2.1% | +2.2% |
| 1Y | +14.1% | +8.2% | +5.8% | +4.8% |
| 3Y | +146.0% | +64.6% | +81.4% | +67.7% |
| 5Y | +82.0% | +92.5% | -10.5% | +13.6% |
| All | +1,502.1% | +281.3% | +1,220.9% | +559.2% |
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