+12.0%
WAT vs FLNC
-69.8%
+81.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.3% | +8.8% | +1.1% |
| 7D | -1.8% | -4.2% | +2.4% | -1.5% |
| 30D | -1.7% | -20.0% | +18.3% | -0.1% |
| 3M | +9.1% | -56.9% | +65.9% | +15.3% |
| 6M | +32.4% | -35.5% | +68.0% | +32.2% |
| YTD | +6.6% | -48.8% | +55.4% | +7.2% |
| 1Y | +34.7% | +49.3% | -14.6% | +18.5% |
| 3Y | +53.6% | -61.8% | +115.4% | +41.4% |
| All | +12.0% | -69.8% | +81.8% | +0.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling