-16.5%
LPLA vs FWONK
+0.2%
-16.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.5% | +1.1% | +4.6% |
| 7D | +15.7% | +8.9% | +6.8% | +15.9% |
| 30D | -6.2% | +4.1% | -10.3% | -5.9% |
| 3M | -12.0% | +2.6% | -14.6% | -11.8% |
| 6M | -2.7% | +12.2% | -14.9% | -0.5% |
| YTD | -12.5% | +0.4% | -13.0% | -6.4% |
| 1Y | -16.5% | -1.8% | -14.7% | -8.9% |
| All | -16.5% | +0.2% | -16.7% | -8.9% |
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