+253.4%
AG vs FLNC
-62.9%
+316.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.5% | -5.4% | -3.3% |
| 7D | -6.7% | -4.1% | -2.7% | -6.2% |
| 30D | +2.2% | -24.8% | +26.9% | +6.9% |
| 3M | +15.7% | -59.1% | +74.8% | +32.3% |
| 6M | -23.8% | -42.0% | +18.2% | -20.2% |
| YTD | +17.6% | -49.8% | +67.4% | +24.4% |
| 1Y | +88.6% | +43.1% | +45.5% | +68.8% |
| 3Y | +253.4% | -61.0% | +314.4% | +238.6% |
| All | +253.4% | -62.9% | +316.3% | +238.6% |
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 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