-45.6%
FLEX vs WCC
-8.7%
-36.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.3% | +0.5% | 0.0% |
| 7D | +2.2% | +3.3% | -1.1% | -1.0% |
| 30D | -32.6% | -9.4% | -23.2% | -24.2% |
| 3M | -35.5% | -10.5% | -25.0% | -26.4% |
| 6M | -45.6% | -10.4% | -35.2% | -37.4% |
| All | -45.6% | -8.7% | -36.8% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 6mo: compounded portfolio wealth divided by compounded WCC 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…
6mo analysis · Full analysis span regression · 6 months rolling