+1,283.9%
STX vs FWONK
+44.6%
+1,239.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.7% |
| 7D | -2.3% | +0.1% | -2.3% | -2.3% |
| 30D | -5.5% | -7.7% | +2.3% | -4.7% |
| 3M | -4.3% | +5.7% | -10.0% | -6.1% |
| 6M | +115.6% | +13.5% | +102.2% | +107.6% |
| YTD | +202.2% | -3.0% | +205.2% | +202.0% |
| 1Y | +325.3% | -6.4% | +331.7% | +328.3% |
| 3Y | +1,283.9% | +43.8% | +1,240.1% | +1,135.1% |
| All | +1,283.9% | +44.6% | +1,239.3% | +1,135.1% |
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