+50.6%
AA vs FLNC
+46.9%
+3.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.3% |
| 7D | -3.4% | -4.1% | +0.6% | -3.0% |
| 30D | -5.8% | -24.8% | +19.0% | -3.1% |
| 3M | -29.9% | -59.1% | +29.2% | -24.0% |
| 6M | -27.0% | -42.0% | +14.9% | -24.1% |
| YTD | -8.7% | -49.8% | +41.1% | -4.5% |
| 1Y | +50.6% | +43.1% | +7.6% | +55.2% |
| All | +50.6% | +46.9% | +3.7% | +55.2% |
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