+46.5%
LNT vs FWONK
+44.6%
+1.9%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.1% | 0.0% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -4.2% | -7.7% | +3.5% | -3.6% |
| 3M | -6.7% | +5.7% | -12.4% | -7.2% |
| 6M | -3.6% | +13.5% | -17.0% | -4.8% |
| YTD | +5.9% | -3.0% | +8.8% | +5.9% |
| 1Y | +7.3% | -6.4% | +13.7% | +7.5% |
| 3Y | +46.5% | +43.8% | +2.6% | +44.4% |
| All | +46.5% | +44.6% | +1.9% | +44.4% |
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