+482.1%
WWD vs FWONK
+340.2%
+141.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | -2.6% | +0.1% | -2.7% | -2.6% |
| 30D | -6.9% | -7.7% | +0.8% | -3.7% |
| 3M | -13.0% | +5.7% | -18.8% | -15.8% |
| 6M | -12.5% | +13.5% | -25.9% | -18.1% |
| YTD | +11.8% | -3.0% | +14.8% | +11.9% |
| 1Y | +41.1% | -6.4% | +47.5% | +43.1% |
| 3Y | +163.1% | +43.8% | +119.2% | +112.7% |
| 5Y | +187.6% | +98.6% | +89.1% | +93.2% |
| All | +482.1% | +340.2% | +141.9% | +208.5% |
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