+205.8%
RSP vs FWONK
+340.2%
-134.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -1.9% | +0.1% | -2.0% | -1.9% |
| 30D | -2.8% | -7.7% | +4.9% | -0.5% |
| 3M | +2.8% | +5.7% | -2.9% | +0.9% |
| 6M | +10.2% | +13.5% | -3.3% | +5.5% |
| YTD | +13.1% | -3.0% | +16.0% | +13.2% |
| 1Y | +14.8% | -6.4% | +21.2% | +16.0% |
| 3Y | +52.6% | +43.8% | +8.8% | +32.5% |
| 5Y | +51.6% | +98.6% | -46.9% | +16.8% |
| All | +205.8% | +340.2% | -134.3% | +98.2% |
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