-14.7%
BA vs FLNC
-70.1%
+55.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.5% | -2.8% | +0.5% |
| 7D | -1.4% | -16.2% | +14.8% | -0.4% |
| 30D | -7.9% | -28.1% | +20.3% | -6.2% |
| 3M | -25.2% | -61.3% | +36.1% | -20.9% |
| 6M | -26.7% | -79.9% | +53.1% | -20.2% |
| YTD | -19.6% | -74.3% | +54.7% | -15.5% |
| 1Y | -10.6% | -75.5% | +64.9% | -6.3% |
| All | -14.7% | -70.1% | +55.5% | -18.2% |
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 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