+2,843.2%
FLEX vs WCN
+6,839.3%
-3,996.1%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.9% |
| 7D | -0.9% | -0.6% | -0.3% | -0.7% |
| 30D | -10.1% | +0.4% | -10.6% | -10.4% |
| 3M | -31.3% | +7.3% | -38.7% | -33.9% |
| 6M | +71.3% | -2.5% | +73.8% | +69.5% |
| YTD | +81.2% | -5.4% | +86.6% | +80.9% |
| 1Y | +98.5% | -8.5% | +107.0% | +99.7% |
| 3Y | +428.2% | +20.8% | +407.4% | +369.6% |
| 5Y | +657.3% | +30.0% | +627.2% | +550.5% |
| 10Y | +995.9% | +238.4% | +757.5% | +559.3% |
| All | +2,843.2% | +6,839.3% | -3,996.1% | +613.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling