+46.9%
WM vs FLNC
-71.1%
+118.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.2% | +3.5% | -0.8% |
| 7D | -3.1% | -5.0% | +1.9% | -3.1% |
| 30D | -5.3% | -26.1% | +20.8% | -5.4% |
| 3M | -4.2% | -55.2% | +50.9% | -4.3% |
| 6M | -8.1% | -42.6% | +34.5% | -8.5% |
| YTD | -1.4% | -51.0% | +49.6% | -1.9% |
| 1Y | +0.2% | +43.3% | -43.1% | -2.4% |
| 3Y | +43.1% | -63.4% | +106.5% | +41.6% |
| All | +46.9% | -71.1% | +118.0% | +46.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling