+140.1%
WMB vs FLNC
-63.7%
+203.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.2% | +1.1% | -3.0% |
| 7D | -1.7% | -5.0% | +3.3% | -1.6% |
| 30D | +0.7% | -26.1% | +26.8% | +1.2% |
| 3M | +1.5% | -55.2% | +56.7% | +2.6% |
| 6M | +0.1% | -42.6% | +42.7% | +0.2% |
| YTD | +22.9% | -51.0% | +73.9% | +23.1% |
| 1Y | +27.9% | +43.3% | -15.5% | +23.9% |
| All | +140.1% | -63.7% | +203.8% | +140.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling