-61.0%
FLNC vs WCN
+18.4%
-79.3%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.6% |
| 7D | -4.1% | -3.1% | -0.9% | -5.3% |
| 30D | -24.8% | -3.4% | -21.4% | -25.8% |
| 3M | -59.1% | +3.0% | -62.1% | -58.6% |
| 6M | -42.0% | -3.8% | -38.2% | -41.5% |
| YTD | -49.8% | -8.3% | -41.5% | -49.6% |
| 1Y | +43.1% | -9.7% | +52.8% | +44.6% |
| 3Y | -61.0% | +17.2% | -78.1% | -68.6% |
| All | -61.0% | +18.4% | -79.3% | -68.6% |
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