+262.3%
AMAT vs FLNC
-67.0%
+329.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +6.7% | -2.7% | +2.7% |
| 7D | +7.0% | +6.0% | +1.1% | +5.8% |
| 30D | -12.2% | -16.3% | +4.1% | -9.4% |
| 3M | -3.8% | -54.1% | +50.3% | +10.5% |
| 6M | +45.9% | -25.3% | +71.2% | +47.7% |
| YTD | +84.6% | -44.2% | +128.8% | +92.1% |
| 1Y | +193.4% | +53.1% | +140.2% | +144.0% |
| 3Y | +228.1% | -58.3% | +286.4% | +202.0% |
| All | +262.3% | -67.0% | +329.3% | +192.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling