+1,210.9%
LPLA vs FWONK
+340.2%
+870.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.8% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | -6.0% | -7.7% | +1.7% | -2.8% |
| 3M | +24.0% | +5.7% | +18.3% | +20.6% |
| 6M | +17.0% | +13.5% | +3.5% | +9.5% |
| YTD | -0.7% | -3.0% | +2.3% | -1.0% |
| 1Y | +2.1% | -6.4% | +8.5% | +3.2% |
| 3Y | +48.7% | +43.8% | +4.9% | +20.9% |
| 5Y | +151.2% | +98.6% | +52.7% | +70.1% |
| All | +1,210.9% | +340.2% | +870.7% | +596.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling