+292.5%
ROIV vs FWONK
+124.9%
+167.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | +16.9% | +0.1% | +16.8% | +16.8% |
| 30D | +12.9% | -7.7% | +20.6% | +14.6% |
| 3M | +37.3% | +5.7% | +31.6% | +35.5% |
| 6M | +38.0% | +13.5% | +24.5% | +34.0% |
| YTD | +88.1% | -3.0% | +91.1% | +88.4% |
| 1Y | +183.3% | -6.4% | +189.7% | +185.8% |
| 3Y | +254.6% | +43.8% | +210.8% | +227.2% |
| 5Y | +309.8% | +98.6% | +211.3% | +270.3% |
| All | +292.5% | +124.9% | +167.6% | +254.3% |
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