+87.8%
AAPL vs FLNC
-62.9%
+150.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.5% | -0.7% | +1.6% |
| 7D | +3.8% | -4.1% | +7.9% | +4.0% |
| 30D | +9.9% | -24.8% | +34.7% | +11.2% |
| 3M | +12.5% | -59.1% | +71.6% | +16.6% |
| 6M | +27.6% | -42.0% | +69.6% | +28.3% |
| YTD | +22.6% | -49.8% | +72.4% | +22.9% |
| 1Y | +45.0% | +43.1% | +1.9% | +32.3% |
| 3Y | +87.8% | -61.0% | +148.7% | +71.2% |
| All | +87.8% | -62.9% | +150.6% | +71.2% |
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 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