+5.3%
WMT vs FLNC
+46.9%
-41.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.5% | -1.1% | +1.4% |
| 7D | 0.0% | -4.1% | +4.1% | 0.0% |
| 30D | -7.4% | -24.8% | +17.4% | -7.6% |
| 3M | -10.9% | -59.1% | +48.2% | -11.1% |
| 6M | -12.7% | -42.0% | +29.3% | -13.5% |
| YTD | -3.2% | -49.8% | +46.6% | -4.0% |
| 1Y | +5.3% | +43.1% | -37.8% | +6.6% |
| All | +5.3% | +46.9% | -41.6% | +6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling