+1,664.3%
FLUT vs WCC
+8,098.2%
-6,433.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +8.1% | -7.8% | -0.3% |
| 7D | -6.5% | -5.7% | -0.8% | -6.2% |
| 30D | +2.8% | -13.5% | +16.2% | +3.7% |
| 3M | -13.5% | -12.9% | -0.6% | -12.9% |
| 6M | -19.0% | -10.7% | -8.3% | -18.9% |
| YTD | -61.9% | +30.0% | -91.9% | -63.2% |
| 1Y | -63.2% | +24.7% | -87.9% | -64.4% |
| 3Y | -46.0% | +136.6% | -182.6% | -50.5% |
| 5Y | -51.8% | +143.9% | -195.7% | -56.1% |
| 10Y | -26.1% | +465.9% | -492.0% | -35.0% |
| All | +1,664.3% | +8,098.2% | -6,433.9% | +1,434.7% |
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