+133.8%
LTH vs FWONK
+85.2%
+48.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.1% | 0.0% |
| 7D | -4.0% | +0.1% | -4.1% | -4.1% |
| 30D | -5.3% | -7.7% | +2.4% | -1.9% |
| 3M | +19.0% | +5.7% | +13.3% | +15.5% |
| 6M | +55.8% | +13.5% | +42.3% | +45.3% |
| YTD | +56.1% | -3.0% | +59.1% | +56.4% |
| 1Y | +41.3% | -6.4% | +47.7% | +43.7% |
| 3Y | +156.6% | +43.8% | +112.8% | +100.9% |
| All | +133.8% | +85.2% | +48.6% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling