+146.1%
LITE vs FWONK
+7.3%
+138.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.6% | -2.1% | -4.1% |
| 7D | +22.6% | +2.7% | +19.8% | +23.5% |
| 30D | -36.8% | +17.7% | -54.4% | -33.5% |
| 3M | -33.0% | +5.6% | -38.6% | -30.3% |
| 6M | -37.1% | +20.7% | -57.7% | -35.2% |
| YTD | +69.5% | +11.1% | +58.4% | +87.1% |
| 1Y | +146.1% | +7.7% | +138.4% | +197.0% |
| All | +146.1% | +7.3% | +138.8% | +197.0% |
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