+189.0%
B vs FLNC
-63.7%
+252.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.2% | +1.7% | -2.1% |
| 7D | -5.0% | -5.0% | 0.0% | -4.6% |
| 30D | +8.7% | -26.1% | +34.8% | +11.9% |
| 3M | +17.3% | -55.2% | +72.5% | +26.1% |
| 6M | -5.0% | -42.6% | +37.5% | -2.3% |
| YTD | +1.4% | -51.0% | +52.5% | +5.1% |
| 1Y | +50.5% | +43.3% | +7.2% | +41.7% |
| All | +189.0% | -63.7% | +252.8% | +183.9% |
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 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