+25.9%
LMT vs FWONK
+0.2%
+25.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +3.5% | -10.4% | -6.8% |
| 7D | -5.5% | +8.9% | -14.4% | -5.4% |
| 30D | +17.5% | +4.1% | +13.3% | +17.6% |
| 3M | +1.6% | +2.6% | -1.0% | +1.9% |
| 6M | +16.3% | +12.2% | +4.1% | +16.6% |
| YTD | +25.3% | +0.4% | +24.8% | +26.3% |
| 1Y | +25.9% | -1.8% | +27.7% | +25.8% |
| All | +25.9% | +0.2% | +25.7% | +25.8% |
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 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