+35.0%
WAT vs FLNC
+46.9%
-11.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.5% | -0.8% | +1.6% |
| 7D | -0.3% | -4.1% | +3.8% | -0.2% |
| 30D | -1.9% | -24.8% | +22.9% | -1.2% |
| 3M | +13.5% | -59.1% | +72.6% | +15.5% |
| 6M | +37.2% | -42.0% | +79.2% | +37.0% |
| YTD | +7.5% | -49.8% | +57.3% | +7.4% |
| 1Y | +35.0% | +43.1% | -8.1% | +20.9% |
| All | +35.0% | +46.9% | -11.9% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 FLNC 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