+227.0%
WMB vs FLNC
-69.8%
+296.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -8.3% | +7.4% | -0.6% |
| 7D | 0.0% | -4.2% | +4.2% | +0.1% |
| 30D | +4.6% | -20.0% | +24.6% | +5.3% |
| 3M | +5.7% | -56.9% | +62.6% | +8.5% |
| 6M | +4.2% | -35.5% | +39.7% | +4.1% |
| YTD | +26.8% | -48.8% | +75.7% | +27.1% |
| 1Y | +34.7% | +49.3% | -14.6% | +26.8% |
| 3Y | +146.8% | -61.8% | +208.6% | +140.2% |
| All | +227.0% | -69.8% | +296.8% | +215.7% |
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