-1.5%
BA vs FLNC
-71.1%
+69.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.2% | +3.5% | -0.3% |
| 7D | -2.7% | -5.0% | +2.3% | -2.3% |
| 30D | -12.2% | -26.1% | +13.9% | -9.6% |
| 3M | -2.0% | -55.2% | +53.2% | +5.5% |
| 6M | -6.0% | -42.6% | +36.6% | -4.2% |
| YTD | -5.7% | -51.0% | +45.3% | -3.9% |
| 1Y | -10.0% | +43.3% | -53.3% | -22.8% |
| 3Y | -3.1% | -63.4% | +60.3% | -9.9% |
| All | -1.5% | -71.1% | +69.6% | -18.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling