+478.6%
SOXL vs FWONK
+44.6%
+434.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.2% | +5.1% | +5.1% |
| 7D | +3.9% | +0.1% | +3.8% | +3.9% |
| 30D | -14.3% | -7.7% | -6.6% | -9.5% |
| 3M | -45.6% | +5.7% | -51.3% | -50.7% |
| 6M | +117.2% | +13.5% | +103.7% | +82.1% |
| YTD | +189.8% | -3.0% | +192.8% | +181.9% |
| 1Y | +317.7% | -6.4% | +324.2% | +322.1% |
| 3Y | +478.6% | +43.8% | +434.8% | +312.6% |
| All | +478.6% | +44.6% | +434.0% | +312.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling