+241.6%
FLR vs WU
-51.4%
+293.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -3.0% |
| 7D | -3.1% | -4.9% | +1.8% | -2.0% |
| 30D | +4.9% | -1.3% | +6.2% | +5.0% |
| 3M | +10.8% | -3.6% | +14.4% | +9.9% |
| 6M | +19.7% | -24.3% | +44.0% | +26.7% |
| YTD | +38.4% | -21.1% | +59.4% | +44.3% |
| 1Y | +34.7% | -10.3% | +45.0% | +34.4% |
| 3Y | +56.7% | -28.4% | +85.0% | +63.3% |
| 5Y | +241.6% | -51.2% | +292.8% | +296.7% |
| All | +241.6% | -51.4% | +293.0% | +296.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling