+50.1%
AR vs FLNC
-63.7%
+113.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.2% | +4.4% | +0.3% |
| 7D | -1.3% | -5.0% | +3.7% | -1.1% |
| 30D | +3.5% | -26.1% | +29.6% | +5.0% |
| 3M | +9.9% | -55.2% | +65.1% | +13.8% |
| 6M | +4.5% | -42.6% | +47.1% | +5.1% |
| YTD | +13.7% | -51.0% | +64.7% | +14.1% |
| 1Y | +19.2% | +43.3% | -24.1% | +6.4% |
| All | +50.1% | -63.7% | +113.9% | +45.1% |
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