+183.7%
TECH vs FWONK
+340.2%
-156.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | 0.0% | -7.7% | +7.7% | +2.1% |
| 3M | +33.7% | +5.7% | +27.9% | +31.3% |
| 6M | +34.9% | +13.5% | +21.4% | +29.6% |
| YTD | +23.2% | -3.0% | +26.1% | +23.4% |
| 1Y | +36.3% | -6.4% | +42.7% | +37.6% |
| 3Y | +2.3% | +43.8% | -41.6% | -9.4% |
| 5Y | -42.9% | +98.6% | -141.5% | -53.7% |
| All | +183.7% | +340.2% | -156.5% | +103.9% |
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