-51.2%
LULU vs FWONK
-4.6%
-46.6%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -1.5% | -15.9% | -17.0% |
| 7D | -16.7% | -6.2% | -10.5% | -15.4% |
| 30D | -18.5% | -0.6% | -18.0% | -18.1% |
| 3M | -19.5% | +11.1% | -30.5% | -20.6% |
| 6M | -41.9% | +11.7% | -53.6% | -43.1% |
| YTD | -51.6% | -3.1% | -48.5% | -51.6% |
| 1Y | -51.2% | -4.2% | -47.0% | -51.5% |
| All | -51.2% | -4.6% | -46.6% | -51.5% |
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