+197.9%
WEC vs FLR
+7.4%
+190.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +0.9% |
| 7D | +2.3% | +5.4% | -3.1% | +2.4% |
| 30D | +11.1% | +2.8% | +8.2% | +11.1% |
| 3M | +8.4% | -6.4% | +14.8% | +8.4% |
| 6M | +7.5% | +8.8% | -1.3% | +7.7% |
| YTD | +15.3% | +23.6% | -8.3% | +15.8% |
| 1Y | +9.7% | +13.8% | -4.1% | +10.0% |
| 3Y | +64.7% | +36.5% | +28.2% | +65.6% |
| 5Y | +57.3% | +119.3% | -62.1% | +60.0% |
| All | +197.9% | +7.4% | +190.5% | +243.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 10y: compounded portfolio wealth divided by compounded FLR 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…
10y analysis · Full analysis span regression · 6 months rolling