+1,817.6%
SMH vs FWONK
+340.2%
+1,477.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | -2.8% | -7.7% | +5.0% | 0.0% |
| 3M | -6.7% | +5.7% | -12.4% | -9.3% |
| 6M | +41.8% | +13.5% | +28.3% | +33.8% |
| YTD | +57.9% | -3.0% | +60.8% | +57.5% |
| 1Y | +87.6% | -6.4% | +94.1% | +89.3% |
| 3Y | +282.9% | +43.8% | +239.1% | +222.1% |
| 5Y | +330.4% | +98.6% | +231.8% | +220.4% |
| All | +1,817.6% | +340.2% | +1,477.4% | +1,073.9% |
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