+916.1%
WDC vs FWONK
+97.7%
+818.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.1% | -3.0% |
| 7D | -4.3% | +0.1% | -4.4% | -4.3% |
| 30D | -1.5% | -7.7% | +6.2% | +1.1% |
| 3M | -15.5% | +5.7% | -21.2% | -18.9% |
| 6M | +66.5% | +13.5% | +53.0% | +53.9% |
| YTD | +159.9% | -3.0% | +162.8% | +157.4% |
| 1Y | +366.0% | -6.4% | +372.4% | +367.6% |
| 3Y | +1,285.8% | +43.8% | +1,242.0% | +974.4% |
| All | +916.1% | +97.7% | +818.4% | +502.8% |
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