-29.7%
LII vs FWONK
-4.6%
-25.1%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.6% | +1.5% |
| 7D | -0.7% | -6.2% | +5.5% | +0.6% |
| 30D | -12.6% | -0.6% | -12.0% | -12.4% |
| 3M | -24.4% | +11.1% | -35.5% | -26.4% |
| 6M | -28.7% | +11.7% | -40.4% | -30.9% |
| YTD | -19.1% | -3.1% | -16.1% | -19.3% |
| 1Y | -29.7% | -4.2% | -25.5% | -29.0% |
| All | -29.7% | -4.6% | -25.1% | -29.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling