+60.8%
LIN vs FWONK
+92.3%
-31.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.8% |
| 7D | -3.5% | -2.1% | -1.4% | -2.9% |
| 30D | -4.1% | -7.7% | +3.6% | -2.1% |
| 3M | -6.4% | +9.3% | -15.7% | -8.7% |
| 6M | -2.4% | +13.3% | -15.8% | -6.2% |
| YTD | +10.9% | -3.6% | +14.5% | +11.5% |
| 1Y | 0.0% | -6.8% | +6.8% | +1.3% |
| 3Y | +25.8% | +43.9% | -18.0% | +9.5% |
| 5Y | +60.8% | +94.4% | -33.6% | +20.3% |
| All | +60.8% | +92.3% | -31.5% | +20.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling