-71.6%
FLNC vs WU
-45.1%
-26.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +2.2% |
| 7D | -4.1% | -3.5% | -0.6% | -2.5% |
| 30D | -24.8% | -2.9% | -21.8% | -23.9% |
| 3M | -59.1% | -2.3% | -56.8% | -60.2% |
| 6M | -42.0% | -25.4% | -16.6% | -34.4% |
| YTD | -49.8% | -21.2% | -28.6% | -45.8% |
| 1Y | +43.1% | -8.9% | +51.9% | +39.3% |
| 3Y | -61.0% | -29.0% | -32.0% | -56.5% |
| All | -71.6% | -45.1% | -26.5% | -67.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling