+21.9%
SWK vs FWONK
+282.7%
-260.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.7% | -1.6% |
| 7D | -2.0% | +2.7% | -4.7% | -3.1% |
| 30D | +24.6% | +17.7% | +6.9% | +15.8% |
| 3M | +10.8% | +5.6% | +5.2% | +7.7% |
| 6M | +46.1% | +20.7% | +25.4% | +33.3% |
| YTD | +56.8% | +11.1% | +45.7% | +47.5% |
| 1Y | +72.7% | +7.7% | +65.0% | +64.6% |
| 3Y | +49.9% | +61.3% | -11.4% | +16.1% |
| 5Y | -30.9% | +93.2% | -124.1% | -52.6% |
| All | +21.9% | +282.7% | -260.8% | -43.5% |
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