+423.9%
ZBRA vs FWONK
+340.2%
+83.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.7% | +1.8% |
| 7D | -3.4% | +0.1% | -3.5% | -3.5% |
| 30D | -7.4% | -7.7% | +0.3% | -4.7% |
| 3M | +57.5% | +5.7% | +51.8% | +53.6% |
| 6M | +64.0% | +13.5% | +50.5% | +54.9% |
| YTD | +44.3% | -3.0% | +47.3% | +44.1% |
| 1Y | +10.9% | -6.4% | +17.3% | +12.0% |
| 3Y | +37.5% | +43.8% | -6.3% | +16.2% |
| 5Y | -39.7% | +98.6% | -138.2% | -55.0% |
| All | +423.9% | +340.2% | +83.7% | +212.4% |
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