+1,087.4%
ATI vs FLNC
-70.4%
+1,157.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.4% |
| 7D | -5.6% | -4.1% | -1.6% | -5.3% |
| 30D | -13.7% | -24.8% | +11.0% | -11.4% |
| 3M | -0.4% | -59.1% | +58.7% | +8.0% |
| 6M | +26.2% | -42.0% | +68.2% | +28.9% |
| YTD | +73.2% | -49.8% | +123.0% | +76.6% |
| 1Y | +161.6% | +43.1% | +118.5% | +132.6% |
| 3Y | +346.2% | -61.0% | +407.1% | +316.7% |
| All | +1,087.4% | -70.4% | +1,157.8% | +912.8% |
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