+1,186.3%
URI vs FWONK
+340.2%
+846.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -2.1% | +0.1% | -2.1% | -2.1% |
| 30D | -12.4% | -7.7% | -4.7% | -9.1% |
| 3M | -7.3% | +5.7% | -13.0% | -10.3% |
| 6M | +27.2% | +13.5% | +13.7% | +18.3% |
| YTD | +23.0% | -3.0% | +25.9% | +22.6% |
| 1Y | +3.9% | -6.4% | +10.3% | +5.2% |
| 3Y | +121.6% | +43.8% | +77.8% | +77.1% |
| 5Y | +201.1% | +98.6% | +102.5% | +100.0% |
| All | +1,186.3% | +340.2% | +846.1% | +578.2% |
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