+364.5%
LIN vs FWONK
+345.8%
+18.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.3% | -0.9% |
| 7D | -4.0% | -0.6% | -3.3% | -3.8% |
| 30D | -4.9% | -5.8% | +0.8% | -3.5% |
| 3M | -9.2% | +10.0% | -19.2% | -11.5% |
| 6M | -2.6% | +14.7% | -17.2% | -6.4% |
| YTD | +10.5% | -1.7% | +12.3% | +10.4% |
| 1Y | -0.1% | -4.6% | +4.5% | +0.4% |
| 3Y | +25.4% | +46.7% | -21.3% | +10.8% |
| 5Y | +59.7% | +99.4% | -39.7% | +28.8% |
| All | +364.5% | +345.8% | +18.8% | +221.2% |
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