+591.6%
ASX vs FLNC
-71.1%
+662.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.2% | +1.0% | -2.6% |
| 7D | +6.5% | -5.0% | +11.5% | +7.2% |
| 30D | +3.1% | -26.1% | +29.2% | +7.6% |
| 3M | +17.4% | -55.2% | +72.6% | +31.3% |
| 6M | +85.4% | -42.6% | +128.0% | +95.1% |
| YTD | +150.1% | -51.0% | +201.1% | +161.8% |
| 1Y | +256.3% | +43.3% | +212.9% | +208.1% |
| 3Y | +446.9% | -63.4% | +510.3% | +418.6% |
| All | +591.6% | -71.1% | +662.7% | +483.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling