+1,828.5%
LITE vs FWONK
+44.4%
+1,784.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.4% | -4.0% | -4.9% |
| 7D | +10.4% | -1.5% | +12.0% | +11.1% |
| 30D | +14.0% | -6.8% | +20.8% | +16.8% |
| 3M | +9.7% | +7.7% | +2.0% | +4.2% |
| 6M | +39.2% | +11.0% | +28.3% | +28.6% |
| YTD | +153.9% | -3.1% | +157.0% | +152.9% |
| 1Y | +467.5% | -3.5% | +471.0% | +462.7% |
| All | +1,828.5% | +44.4% | +1,784.1% | +1,492.3% |
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 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