+53.3%
FLNC vs WWD
+41.9%
+11.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +0.9% |
| 7D | -4.9% | +1.3% | -6.2% | -5.6% |
| 30D | -27.3% | -7.2% | -20.1% | -24.3% |
| 3M | -61.9% | -3.8% | -58.0% | -60.9% |
| 6M | -34.5% | -9.9% | -24.6% | -31.5% |
| YTD | -47.7% | +14.8% | -62.5% | -58.0% |
| 1Y | +53.3% | +42.1% | +11.3% | +2.0% |
| All | +53.3% | +41.9% | +11.4% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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