+937.9%
WDC vs FLNC
-70.4%
+1,008.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.5% | -5.5% | -3.4% |
| 7D | -4.3% | -4.1% | -0.2% | -3.7% |
| 30D | -1.5% | -24.8% | +23.3% | +3.5% |
| 3M | -15.5% | -59.1% | +43.6% | -1.2% |
| 6M | +66.5% | -42.0% | +108.4% | +76.9% |
| YTD | +159.9% | -49.8% | +209.7% | +179.4% |
| 1Y | +366.0% | +43.1% | +322.9% | +316.4% |
| 3Y | +1,285.8% | -61.0% | +1,346.8% | +1,232.4% |
| All | +937.9% | -70.4% | +1,008.3% | +841.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling