+2.1%
BA vs FLNC
-69.1%
+71.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.6% | +0.7% |
| 7D | +1.2% | -4.9% | +6.0% | +1.7% |
| 30D | -11.6% | -27.3% | +15.6% | -8.8% |
| 3M | -2.4% | -61.9% | +59.5% | +6.7% |
| 6M | -6.6% | -34.5% | +27.9% | -6.3% |
| YTD | -2.2% | -47.7% | +45.4% | -1.1% |
| 1Y | -8.0% | +53.3% | -61.4% | -21.7% |
| 3Y | -5.0% | -62.4% | +57.4% | -11.6% |
| All | +2.1% | -69.1% | +71.2% | -16.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling