+313.8%
USFD vs FWONK
+417.4%
-103.6%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.6% |
| 7D | -3.3% | -2.1% | -1.3% | -2.4% |
| 30D | -5.3% | -7.7% | +2.4% | -1.7% |
| 3M | +18.8% | +9.3% | +9.5% | +13.5% |
| 6M | +14.3% | +13.3% | +0.9% | +6.4% |
| YTD | +36.9% | -3.6% | +40.5% | +37.5% |
| 1Y | +31.7% | -6.8% | +38.5% | +34.0% |
| 3Y | +164.5% | +43.9% | +120.6% | +108.4% |
| 5Y | +212.6% | +94.4% | +118.2% | +103.5% |
| 10Y | +329.7% | +353.8% | -24.1% | +110.5% |
| All | +313.8% | +417.4% | -103.6% | +102.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling