+53.3%
FLNC vs NWSA
+5.5%
+47.8%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +1.9% |
| 7D | -4.9% | -1.9% | -3.0% | -4.5% |
| 30D | -27.3% | +4.6% | -31.8% | -28.1% |
| 3M | -61.9% | +13.2% | -75.1% | -63.7% |
| 6M | -34.5% | +27.0% | -61.5% | -39.6% |
| YTD | -47.7% | +16.8% | -64.5% | -50.2% |
| 1Y | +53.3% | +4.5% | +48.8% | +31.7% |
| All | +53.3% | +5.5% | +47.8% | +31.7% |
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