+572.6%
TLN vs FWONK
+38.5%
+534.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | -1.3% | +0.1% | -1.4% | -1.4% |
| 30D | -14.3% | -7.7% | -6.6% | -12.8% |
| 3M | -9.3% | +5.7% | -15.0% | -10.9% |
| 6M | -1.1% | +13.5% | -14.6% | -4.9% |
| YTD | -16.6% | -3.0% | -13.6% | -16.3% |
| 1Y | -22.0% | -6.4% | -15.6% | -21.1% |
| 3Y | +470.2% | +43.8% | +426.3% | +440.2% |
| All | +572.6% | +38.5% | +534.1% | +538.7% |
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