+1,019.4%
WDC vs FLNC
-69.8%
+1,089.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -8.3% | +9.4% | +2.6% |
| 7D | +7.5% | -4.2% | +11.6% | +8.2% |
| 30D | +10.1% | -20.0% | +30.1% | +14.3% |
| 3M | -6.8% | -56.9% | +50.0% | +8.0% |
| 6M | +84.1% | -35.5% | +119.7% | +92.1% |
| YTD | +180.3% | -48.8% | +229.1% | +200.3% |
| 1Y | +411.1% | +49.3% | +361.8% | +353.6% |
| 3Y | +1,375.0% | -61.8% | +1,436.8% | +1,323.1% |
| All | +1,019.4% | -69.8% | +1,089.2% | +912.1% |
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