+53.3%
FLNC vs WTW
+3.0%
+50.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.6% | +1.6% |
| 7D | -4.9% | -2.6% | -2.3% | -4.8% |
| 30D | -27.3% | -1.0% | -26.3% | -27.3% |
| 3M | -61.9% | +29.9% | -91.8% | -63.0% |
| 6M | -34.5% | +10.7% | -45.2% | -34.2% |
| YTD | -47.7% | +2.6% | -50.3% | -43.5% |
| 1Y | +53.3% | +2.8% | +50.6% | +71.9% |
| All | +53.3% | +3.0% | +50.3% | +71.9% |
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