+98.5%
FLEX vs WCN
-8.7%
+107.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +0.5% |
| 7D | -0.9% | -0.6% | -0.3% | -1.5% |
| 30D | -10.1% | +0.4% | -10.6% | -9.7% |
| 3M | -31.3% | +7.3% | -38.7% | -27.6% |
| 6M | +71.3% | -2.5% | +73.8% | +78.0% |
| YTD | +81.2% | -5.4% | +86.6% | +85.0% |
| 1Y | +98.5% | -8.5% | +107.0% | +112.5% |
| All | +98.5% | -8.7% | +107.2% | +112.5% |
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