+21.8%
WM vs FLR
+8.5%
+13.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.8% | +1.4% |
| 7D | +1.2% | +10.1% | -8.9% | +2.1% |
| 30D | +15.2% | -0.5% | +15.7% | +15.6% |
| 3M | +8.3% | -4.8% | +13.2% | +8.5% |
| 6M | +13.1% | +10.7% | +2.4% | +14.0% |
| YTD | +12.5% | +25.0% | -12.4% | +13.6% |
| 1Y | +21.8% | +8.3% | +13.5% | +22.7% |
| All | +21.8% | +8.5% | +13.3% | +22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling