+126.0%
ALL vs FLNC
-67.0%
+193.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +6.7% | -9.0% | -2.3% |
| 7D | -1.7% | +6.0% | -7.7% | -1.7% |
| 30D | -4.7% | -16.3% | +11.7% | -4.8% |
| 3M | +18.4% | -54.1% | +72.5% | +18.1% |
| 6M | +20.5% | -25.3% | +45.8% | +20.0% |
| YTD | +23.5% | -44.2% | +67.7% | +22.8% |
| 1Y | +29.0% | +53.1% | -24.1% | +25.7% |
| 3Y | +153.7% | -58.3% | +212.0% | +150.3% |
| All | +126.0% | -67.0% | +193.1% | +124.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling