+1,133.8%
ATI vs FLNC
-69.8%
+1,203.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.3% | +8.0% | +0.4% |
| 7D | +2.4% | -4.2% | +6.6% | +2.8% |
| 30D | -9.5% | -20.0% | +10.5% | -7.6% |
| 3M | +10.4% | -56.9% | +67.2% | +19.0% |
| 6M | +31.8% | -35.5% | +67.3% | +33.1% |
| YTD | +80.0% | -48.8% | +128.8% | +83.2% |
| 1Y | +175.8% | +49.3% | +126.6% | +144.1% |
| 3Y | +364.2% | -61.8% | +426.0% | +334.7% |
| All | +1,133.8% | -69.8% | +1,203.6% | +950.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling