+6.4%
LVS vs FWONK
+97.7%
-91.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.4% | +0.5% |
| 7D | -3.5% | +0.1% | -3.6% | -3.5% |
| 30D | -6.2% | -7.7% | +1.5% | -3.3% |
| 3M | -14.8% | +5.7% | -20.5% | -17.0% |
| 6M | -20.9% | +13.5% | -34.3% | -25.3% |
| YTD | -33.0% | -3.0% | -30.1% | -32.8% |
| 1Y | -20.0% | -6.4% | -13.6% | -18.7% |
| 3Y | -6.9% | +43.8% | -50.8% | -24.4% |
| All | +6.4% | +97.7% | -91.3% | -40.3% |
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