-61.0%
FLNC vs WPM
+267.3%
-328.2%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.1% | +0.4% | +1.4% |
| 7D | -4.1% | -0.6% | -3.5% | -3.8% |
| 30D | -24.8% | +14.4% | -39.2% | -30.4% |
| 3M | -59.1% | +37.0% | -96.1% | -65.8% |
| 6M | -42.0% | +4.1% | -46.1% | -44.5% |
| YTD | -49.8% | +31.7% | -81.5% | -57.4% |
| 1Y | +43.1% | +44.2% | -1.1% | +16.6% |
| 3Y | -61.0% | +265.5% | -326.4% | -82.0% |
| All | -61.0% | +267.3% | -328.2% | -82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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