+2,460.3%
STX vs FWONK
+281.7%
+2,178.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.9% | -4.0% | -2.6% |
| 7D | +9.6% | -0.6% | +10.2% | +9.7% |
| 30D | +10.6% | -5.8% | +16.4% | +12.4% |
| 3M | +4.8% | +10.0% | -5.2% | +0.7% |
| 6M | +137.3% | +14.7% | +122.6% | +124.0% |
| YTD | +222.5% | -1.7% | +224.2% | +219.2% |
| 1Y | +366.2% | -4.6% | +370.8% | +364.7% |
| 3Y | +1,352.9% | +46.7% | +1,306.2% | +1,132.2% |
| 5Y | +1,077.4% | +99.4% | +978.0% | +797.9% |
| 10Y | +3,621.5% | +345.6% | +3,275.9% | +1,995.0% |
| All | +2,460.3% | +281.7% | +2,178.6% | +1,258.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling