+346.2%
ATI vs FLNC
-62.9%
+409.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.3% |
| 7D | -5.6% | -4.1% | -1.6% | -5.3% |
| 30D | -13.7% | -24.8% | +11.0% | -11.6% |
| 3M | -0.4% | -59.1% | +58.7% | +7.3% |
| 6M | +26.2% | -42.0% | +68.2% | +28.9% |
| YTD | +73.2% | -49.8% | +123.0% | +76.4% |
| 1Y | +161.6% | +43.1% | +118.5% | +134.3% |
| 3Y | +346.2% | -61.0% | +407.1% | +317.4% |
| All | +346.2% | -62.9% | +409.0% | +317.4% |
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