+265.2%
SU vs FWONK
+340.2%
-75.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +2.2% | +0.1% | +2.1% | +2.2% |
| 30D | +8.4% | -7.7% | +16.2% | +11.2% |
| 3M | +12.1% | +5.7% | +6.4% | +9.4% |
| 6M | +19.7% | +13.5% | +6.2% | +13.2% |
| YTD | +58.4% | -3.0% | +61.4% | +57.8% |
| 1Y | +67.2% | -6.4% | +73.6% | +68.5% |
| 3Y | +125.0% | +43.8% | +81.2% | +87.7% |
| 5Y | +355.1% | +98.6% | +256.5% | +225.8% |
| All | +265.2% | +340.2% | -75.0% | +122.6% |
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 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