+52.0%
FLR vs WU
-29.2%
+81.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.2% |
| 7D | -6.9% | -5.0% | -1.9% | -6.2% |
| 30D | +1.1% | -2.3% | +3.4% | +1.3% |
| 3M | +14.3% | -3.2% | +17.5% | +13.0% |
| 6M | +19.1% | -25.0% | +44.1% | +24.3% |
| YTD | +35.1% | -21.7% | +56.8% | +39.3% |
| 1Y | +29.5% | -9.0% | +38.4% | +28.1% |
| All | +52.0% | -29.2% | +81.2% | +51.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling