+223.3%
WELL vs FLNC
-67.0%
+290.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.7% | -6.2% | +0.3% |
| 7D | -1.3% | +6.0% | -7.3% | -1.4% |
| 30D | +0.5% | -16.3% | +16.8% | +0.8% |
| 3M | +19.1% | -54.1% | +73.2% | +20.8% |
| 6M | +17.0% | -25.3% | +42.3% | +15.8% |
| YTD | +29.2% | -44.2% | +73.4% | +28.3% |
| 1Y | +42.1% | +53.1% | -11.0% | +33.5% |
| 3Y | +204.5% | -58.3% | +262.9% | +195.9% |
| All | +223.3% | -67.0% | +290.3% | +217.2% |
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