+820.6%
BE vs FLNC
-69.8%
+890.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -8.3% | +5.5% | +0.4% |
| 7D | +23.9% | -4.2% | +28.1% | +25.9% |
| 30D | +27.8% | -20.0% | +47.8% | +39.3% |
| 3M | +3.7% | -56.9% | +60.6% | +44.7% |
| 6M | +78.0% | -35.5% | +113.5% | +83.8% |
| YTD | +209.9% | -48.8% | +258.7% | +241.2% |
| 1Y | +389.6% | +49.3% | +340.3% | +242.5% |
| 3Y | +1,730.6% | -61.8% | +1,792.4% | +1,690.1% |
| All | +820.6% | -69.8% | +890.4% | +660.8% |
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