+298.4%
WMB vs FWONK
+340.2%
-41.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -0.4% | -7.7% | +7.3% | +2.0% |
| 3M | +3.2% | +5.7% | -2.5% | +0.8% |
| 6M | +0.1% | +13.5% | -13.4% | -5.0% |
| YTD | +23.9% | -3.0% | +26.8% | +23.5% |
| 1Y | +27.6% | -6.4% | +34.0% | +28.6% |
| 3Y | +141.9% | +43.8% | +98.1% | +105.6% |
| 5Y | +273.8% | +98.6% | +175.2% | +173.6% |
| All | +298.4% | +340.2% | -41.8% | +133.8% |
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 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