+604.8%
LYV vs FWONK
+276.9%
+327.9%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.1% | 0.0% |
| 7D | -1.9% | +0.1% | -2.0% | -2.0% |
| 30D | -8.2% | -7.7% | -0.5% | -4.3% |
| 3M | -1.3% | +5.7% | -7.0% | -4.4% |
| 6M | +2.6% | +13.5% | -10.9% | -4.6% |
| YTD | +19.4% | -3.0% | +22.4% | +20.0% |
| 1Y | -2.2% | -6.4% | +4.2% | -0.3% |
| 3Y | +106.0% | +43.8% | +62.2% | +62.4% |
| 5Y | +97.7% | +98.6% | -0.9% | +30.2% |
| 10Y | +560.5% | +340.0% | +220.5% | +207.1% |
| All | +604.8% | +276.9% | +327.9% | +205.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling