+476.3%
ASX vs FLNC
-62.1%
+538.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -8.3% | +11.9% | +4.7% |
| 7D | +11.1% | -4.2% | +15.3% | +11.7% |
| 30D | +9.6% | -20.0% | +29.6% | +12.9% |
| 3M | +18.6% | -56.9% | +75.5% | +31.7% |
| 6M | +92.1% | -35.5% | +127.7% | +99.8% |
| YTD | +158.5% | -48.8% | +207.3% | +169.2% |
| 1Y | +271.9% | +49.3% | +222.6% | +228.1% |
| All | +476.3% | -62.1% | +538.4% | +467.6% |
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