+102.4%
BP vs FLNC
-70.4%
+172.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.4% | -0.1% |
| 7D | +5.2% | -4.1% | +9.3% | +5.4% |
| 30D | +8.7% | -24.8% | +33.5% | +10.1% |
| 3M | +9.3% | -59.1% | +68.4% | +13.7% |
| 6M | +13.6% | -42.0% | +55.5% | +14.3% |
| YTD | +37.7% | -49.8% | +87.5% | +38.6% |
| 1Y | +40.6% | +43.1% | -2.5% | +29.6% |
| 3Y | +40.3% | -61.0% | +101.3% | +33.3% |
| All | +102.4% | -70.4% | +172.8% | +89.7% |
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