+40.5%
ALL vs FLNC
-69.0%
+109.4%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +10.2% | -7.3% | +3.6% |
| 7D | +7.5% | -2.1% | +9.6% | +7.5% |
| 30D | +19.7% | -20.8% | +40.5% | +18.3% |
| 3M | +2.9% | -61.3% | +64.2% | -2.6% |
| 6M | +23.5% | -50.9% | +74.4% | +19.9% |
| YTD | +31.1% | -69.4% | +100.5% | +23.5% |
| 1Y | +40.5% | -68.4% | +108.9% | +32.9% |
| All | +40.5% | -69.0% | +109.4% | +32.9% |
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