+679.1%
WDC vs FWONK
+276.3%
+402.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.4% | -3.0% | -3.8% |
| 7D | +4.4% | -1.5% | +6.0% | +5.1% |
| 30D | +5.3% | -6.8% | +12.1% | +8.0% |
| 3M | -5.9% | +7.7% | -13.6% | -10.2% |
| 6M | +73.2% | +11.0% | +62.3% | +62.2% |
| YTD | +167.8% | -3.1% | +171.0% | +164.9% |
| 1Y | +386.0% | -3.5% | +389.5% | +379.3% |
| 3Y | +1,309.7% | +44.6% | +1,265.1% | +1,033.9% |
| 5Y | +957.1% | +98.3% | +858.8% | +634.7% |
| 10Y | +1,246.7% | +339.3% | +907.4% | +569.9% |
| All | +679.1% | +276.3% | +402.8% | +268.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling