+38.0%
WEC vs FLNC
-70.4%
+108.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | 0.0% |
| 7D | -0.6% | -4.1% | +3.5% | -0.6% |
| 30D | -2.6% | -24.8% | +22.1% | -2.5% |
| 3M | -6.0% | -59.1% | +53.1% | -5.7% |
| 6M | -5.4% | -42.0% | +36.5% | -5.6% |
| YTD | +2.5% | -49.8% | +52.3% | +2.4% |
| 1Y | -0.7% | +43.1% | -43.8% | -2.3% |
| 3Y | +38.7% | -61.0% | +99.7% | +38.0% |
| All | +38.0% | -70.4% | +108.4% | +30.8% |
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