+25.0%
FLEX vs WCN
+16.1%
+8.9%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +2.8% | -15.1% | -9.7% |
| 7D | -17.0% | +6.7% | -23.7% | -11.3% |
| 30D | -33.8% | +24.3% | -58.2% | -18.5% |
| 3M | -39.0% | +16.1% | -55.1% | -28.9% |
| 6M | -15.9% | +19.9% | -35.8% | +2.6% |
| YTD | +27.8% | +10.1% | +17.7% | +55.1% |
| 1Y | +25.0% | +14.4% | +10.5% | +53.5% |
| All | +25.0% | +16.1% | +8.9% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 1y: compounded portfolio wealth divided by compounded WCN 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…
1y analysis · Full analysis span regression · 6 months rolling