+2,405.2%
LITE vs FWONK
+339.5%
+2,065.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.4% | -4.0% | -4.8% |
| 7D | +10.4% | -1.5% | +12.0% | +11.1% |
| 30D | +14.0% | -6.8% | +20.8% | +17.0% |
| 3M | +9.7% | +7.7% | +2.0% | +5.1% |
| 6M | +39.2% | +11.0% | +28.3% | +30.7% |
| YTD | +153.9% | -3.1% | +157.0% | +152.5% |
| 1Y | +467.5% | -3.5% | +471.0% | +463.2% |
| 3Y | +1,784.2% | +44.6% | +1,739.6% | +1,473.8% |
| 5Y | +990.3% | +98.3% | +892.0% | +687.1% |
| All | +2,405.2% | +339.5% | +2,065.7% | +1,324.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling