+66.7%
AU vs FLNC
+46.9%
+19.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.5% | -2.0% | +0.3% |
| 7D | -4.3% | -4.1% | -0.2% | -3.9% |
| 30D | +7.3% | -24.8% | +32.1% | +10.3% |
| 3M | +26.3% | -59.1% | +85.4% | +37.3% |
| 6M | +1.8% | -42.0% | +43.7% | +4.8% |
| YTD | +26.8% | -49.8% | +76.6% | +30.2% |
| 1Y | +66.7% | +43.1% | +23.6% | +49.2% |
| All | +66.7% | +46.9% | +19.8% | +49.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling