-68.4%
FLNC vs WSM
+44.0%
-112.4%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +6.5% | +3.7% | +6.5% |
| 7D | -2.1% | +8.0% | -10.1% | -6.4% |
| 30D | -20.8% | +13.5% | -34.3% | -26.5% |
| 3M | -61.3% | +8.8% | -70.2% | -63.2% |
| 6M | -50.9% | +54.7% | -105.6% | -63.8% |
| YTD | -69.4% | +53.3% | -122.6% | -78.0% |
| 1Y | -68.4% | +41.1% | -109.5% | -74.8% |
| All | -68.4% | +44.0% | -112.4% | -74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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