-33.9%
AZO vs FLNC
+46.9%
-80.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.5% | -2.6% | -0.1% |
| 7D | -3.6% | -4.1% | +0.5% | -3.6% |
| 30D | -5.6% | -24.8% | +19.2% | -5.9% |
| 3M | -6.6% | -59.1% | +52.5% | -7.1% |
| 6M | -22.5% | -42.0% | +19.5% | -23.0% |
| YTD | -15.2% | -49.8% | +34.6% | -15.2% |
| 1Y | -33.9% | +43.1% | -77.0% | -31.9% |
| All | -33.9% | +46.9% | -80.8% | -31.9% |
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