+113.8%
SYY vs FWONK
+340.2%
-226.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | +3.9% | +0.1% | +3.9% | +3.9% |
| 30D | -1.7% | -7.7% | +6.0% | +1.1% |
| 3M | +5.2% | +5.7% | -0.5% | +2.8% |
| 6M | -0.2% | +13.5% | -13.7% | -5.4% |
| YTD | +15.4% | -3.0% | +18.3% | +15.5% |
| 1Y | +5.6% | -6.4% | +12.0% | +6.9% |
| 3Y | +28.9% | +43.8% | -15.0% | +7.1% |
| 5Y | +24.1% | +98.6% | -74.5% | -12.9% |
| All | +113.8% | +340.2% | -226.4% | +16.7% |
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