+1,063.5%
SCCO vs FWONK
+340.2%
+723.3%
-54.8%
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% | -0.4% |
| 7D | -2.7% | +0.1% | -2.7% | -2.7% |
| 30D | -0.7% | -7.7% | +7.0% | +2.0% |
| 3M | +8.1% | +5.7% | +2.4% | +5.6% |
| 6M | +4.1% | +13.5% | -9.4% | -0.7% |
| YTD | +41.1% | -3.0% | +44.1% | +41.5% |
| 1Y | +95.6% | -6.4% | +102.0% | +98.2% |
| 3Y | +179.3% | +43.8% | +135.4% | +139.6% |
| 5Y | +308.3% | +98.6% | +209.7% | +209.0% |
| All | +1,063.5% | +340.2% | +723.3% | +640.3% |
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