-75.4%
FLNC vs WTW
+5.5%
-81.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -0.3% | -15.7% | -15.9% |
| 7D | -16.3% | +4.9% | -21.3% | -16.5% |
| 30D | -36.6% | +15.3% | -51.8% | -37.2% |
| 3M | -64.2% | -0.1% | -64.1% | -64.2% |
| 6M | -59.9% | +30.6% | -90.4% | -61.5% |
| YTD | -74.2% | +3.5% | -77.7% | -71.4% |
| 1Y | -75.4% | +5.5% | -80.9% | -73.7% |
| All | -75.4% | +5.5% | -81.0% | -73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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