+1,739.7%
FLUT vs WCC
+8,377.2%
-6,637.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.3% | +0.3% | +3.4% |
| 7D | +4.5% | +3.3% | +1.2% | +4.2% |
| 30D | +9.2% | -9.4% | +18.6% | +9.8% |
| 3M | -13.7% | -10.5% | -3.2% | -13.3% |
| 6M | -9.0% | -10.4% | +1.4% | -8.9% |
| YTD | -60.2% | +34.4% | -94.7% | -61.7% |
| 1Y | -63.1% | +27.7% | -90.8% | -64.3% |
| 3Y | -42.5% | +137.9% | -180.4% | -47.3% |
| 5Y | -47.6% | +147.0% | -194.6% | -52.4% |
| 10Y | -22.9% | +442.5% | -465.4% | -32.3% |
| All | +1,739.7% | +8,377.2% | -6,637.6% | +1,496.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 all: compounded portfolio wealth divided by compounded WCC 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…
all analysis · Full analysis span regression · 6 months rolling