+219.3%
WMB vs FLNC
-70.4%
+289.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | +0.7% |
| 7D | -1.0% | -4.1% | +3.0% | -0.9% |
| 30D | -0.4% | -24.8% | +24.3% | +0.5% |
| 3M | +3.2% | -59.1% | +62.3% | +6.1% |
| 6M | +0.1% | -42.0% | +42.0% | +0.4% |
| YTD | +23.9% | -49.8% | +73.7% | +24.2% |
| 1Y | +27.6% | +43.1% | -15.5% | +20.3% |
| 3Y | +141.9% | -61.0% | +202.9% | +134.9% |
| All | +219.3% | -70.4% | +289.7% | +208.5% |
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