+338.3%
SU vs FWONK
+97.7%
+240.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +10.1% |
| 3M | +12.1% | +5.7% | +6.4% | +10.4% |
| 6M | +19.7% | +13.5% | +6.2% | +15.4% |
| YTD | +58.4% | -3.0% | +61.4% | +58.7% |
| 1Y | +67.2% | -6.4% | +73.6% | +69.0% |
| 3Y | +125.0% | +43.8% | +81.2% | +96.4% |
| All | +338.3% | +97.7% | +240.6% | +206.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling