+53.3%
FLNC vs WU
-8.3%
+61.6%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.4% | +1.6% |
| 7D | -4.9% | -0.8% | -4.0% | -4.7% |
| 30D | -27.3% | -1.1% | -26.2% | -27.1% |
| 3M | -61.9% | -3.9% | -58.0% | -62.7% |
| 6M | -34.5% | -20.7% | -13.8% | -31.9% |
| YTD | -47.7% | -18.4% | -29.3% | -46.5% |
| 1Y | +53.3% | -8.1% | +61.4% | +30.3% |
| All | +53.3% | -8.3% | +61.6% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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