+349.8%
WELL vs FWONK
+340.2%
+9.6%
-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 | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | +2.3% | -7.7% | +10.1% | +5.5% |
| 3M | +12.3% | +5.7% | +6.5% | +9.3% |
| 6M | +15.6% | +13.5% | +2.1% | +9.0% |
| YTD | +28.3% | -3.0% | +31.3% | +28.4% |
| 1Y | +41.9% | -6.4% | +48.3% | +43.6% |
| 3Y | +198.3% | +43.8% | +154.5% | +142.5% |
| 5Y | +206.4% | +98.6% | +107.8% | +106.1% |
| All | +349.8% | +340.2% | +9.6% | +140.7% |
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