+105.2%
TQQQ vs FWONK
+97.7%
+7.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.4% |
| 7D | -1.9% | +0.1% | -2.0% | -2.0% |
| 30D | -4.9% | -7.7% | +2.9% | +2.9% |
| 3M | -6.4% | +5.7% | -12.1% | -14.2% |
| 6M | +44.4% | +13.5% | +30.9% | +21.6% |
| YTD | +35.2% | -3.0% | +38.1% | +33.5% |
| 1Y | +49.5% | -6.4% | +55.9% | +52.0% |
| 3Y | +250.7% | +43.8% | +206.9% | +102.4% |
| All | +105.2% | +97.7% | +7.5% | -23.5% |
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 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