+348.4%
LIN vs FWONK
+276.6%
+71.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.6% |
| 7D | -2.1% | -6.2% | +4.1% | -0.6% |
| 30D | -2.4% | -0.6% | -1.9% | -2.4% |
| 3M | -5.6% | +11.1% | -16.7% | -8.1% |
| 6M | -3.4% | +11.7% | -15.1% | -6.3% |
| YTD | +13.1% | -3.1% | +16.2% | +13.3% |
| 1Y | +2.5% | -4.2% | +6.7% | +2.8% |
| 3Y | +27.6% | +38.3% | -10.7% | +15.4% |
| 5Y | +63.0% | +92.2% | -29.1% | +35.0% |
| 10Y | +359.3% | +355.4% | +3.9% | +206.7% |
| All | +348.4% | +276.6% | +71.8% | +195.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling