+558.6%
QQQ vs FWONK
+340.2%
+218.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | -1.2% | -7.7% | +6.5% | +1.2% |
| 3M | -0.2% | +5.7% | -5.9% | -2.3% |
| 6M | +17.9% | +13.5% | +4.5% | +12.6% |
| YTD | +16.6% | -3.0% | +19.6% | +16.7% |
| 1Y | +23.0% | -6.4% | +29.4% | +24.1% |
| 3Y | +92.9% | +43.8% | +49.1% | +67.2% |
| 5Y | +95.6% | +98.6% | -3.0% | +52.5% |
| All | +558.6% | +340.2% | +218.4% | +334.0% |
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