+182.7%
SW vs FWONK
+303.4%
-120.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.8% | -0.9% |
| 7D | +2.3% | +15.0% | -12.7% | 0.0% |
| 30D | +6.8% | +11.3% | -4.5% | +4.9% |
| 3M | -5.2% | +6.7% | -11.9% | -6.3% |
| 6M | +7.4% | +19.9% | -12.5% | +4.2% |
| YTD | +17.4% | +7.9% | +9.5% | +15.6% |
| 1Y | +27.1% | +3.0% | +24.1% | +25.9% |
| 3Y | +47.9% | +63.6% | -15.8% | +37.4% |
| 5Y | -2.6% | +88.3% | -90.8% | -11.0% |
| All | +182.7% | +303.4% | -120.7% | +140.9% |
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