+287.0%
FLEX vs WCN
+48.9%
+238.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -2.4% |
| 7D | -13.6% | +2.6% | -16.2% | -12.5% |
| 30D | -36.5% | +25.3% | -61.8% | -30.5% |
| 3M | -36.4% | +15.2% | -51.7% | -32.0% |
| 6M | -46.5% | +26.4% | -72.9% | -41.9% |
| YTD | +25.9% | +9.9% | +16.0% | +38.0% |
| 1Y | +19.6% | +16.2% | +3.4% | +30.1% |
| 3Y | +287.0% | +49.4% | +237.6% | +270.8% |
| All | +287.0% | +48.9% | +238.1% | +270.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling