+53.3%
FLNC vs WY
-4.5%
+57.9%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +1.7% |
| 7D | -4.9% | -1.7% | -3.1% | -5.3% |
| 30D | -27.3% | -10.1% | -17.2% | -29.7% |
| 3M | -61.9% | -5.1% | -56.7% | -62.2% |
| 6M | -34.5% | -4.8% | -29.7% | -34.5% |
| YTD | -47.7% | -0.2% | -47.4% | -48.2% |
| 1Y | +53.3% | -6.6% | +60.0% | +80.2% |
| All | +53.3% | -4.5% | +57.9% | +80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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