+1,188.5%
WDC vs FWONK
+340.2%
+848.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.1% | -3.1% |
| 7D | -4.3% | +0.1% | -4.4% | -4.3% |
| 30D | -1.5% | -7.7% | +6.2% | +1.7% |
| 3M | -15.5% | +5.7% | -21.2% | -19.0% |
| 6M | +66.5% | +13.5% | +53.0% | +53.5% |
| YTD | +159.9% | -3.0% | +162.8% | +156.6% |
| 1Y | +366.0% | -6.4% | +372.4% | +366.0% |
| 3Y | +1,285.8% | +43.8% | +1,242.0% | +994.9% |
| 5Y | +925.6% | +98.6% | +827.0% | +585.5% |
| All | +1,188.5% | +340.2% | +848.4% | +572.7% |
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