+605.5%
FLEX vs WCC
+1,412.6%
-807.1%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.2% | +2.4% | +3.6% |
| 7D | -19.3% | -14.7% | -4.6% | -13.1% |
| 30D | -41.5% | -20.1% | -21.5% | -34.9% |
| 3M | -43.1% | -21.2% | -21.9% | -36.1% |
| 6M | -48.2% | -19.2% | -29.0% | -42.0% |
| YTD | +15.5% | +20.2% | -4.7% | +10.1% |
| 1Y | +10.2% | +14.5% | -4.2% | +7.3% |
| 3Y | +256.8% | +115.1% | +141.7% | +157.2% |
| 5Y | +408.2% | +121.5% | +286.7% | +246.3% |
| 10Y | +580.9% | +468.1% | +112.8% | +187.2% |
| All | +605.5% | +1,412.6% | -807.1% | +34.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling