-68.4%
FLNC vs NWSA
+18.2%
-86.6%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +3.7% | +6.4% | +9.5% |
| 7D | -2.1% | +4.3% | -6.4% | -2.8% |
| 30D | -20.8% | +5.6% | -26.3% | -21.7% |
| 3M | -61.3% | +7.3% | -68.6% | -62.2% |
| 6M | -50.9% | +18.8% | -69.7% | -54.7% |
| YTD | -69.4% | +17.9% | -87.2% | -71.5% |
| 1Y | -68.4% | +19.3% | -87.7% | -71.1% |
| All | -68.4% | +18.2% | -86.6% | -71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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