+1,483.7%
LITE vs FWONK
+63.9%
+1,419.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.0% | +8.6% | +10.1% |
| 7D | +3.4% | +12.4% | -9.0% | 0.0% |
| 30D | -34.9% | +18.5% | -53.4% | -38.4% |
| 3M | -21.0% | +8.6% | -29.6% | -23.0% |
| 6M | -38.5% | +19.8% | -58.3% | -43.2% |
| YTD | +75.8% | +12.9% | +63.0% | +67.0% |
| 1Y | +156.7% | +9.0% | +147.7% | +149.0% |
| All | +1,483.7% | +63.9% | +1,419.8% | +1,183.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling