+121.3%
BTI vs FLNC
-70.4%
+191.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.5% | -1.8% | +0.7% |
| 7D | -0.2% | -4.1% | +3.9% | -0.2% |
| 30D | -1.1% | -24.8% | +23.7% | -1.1% |
| 3M | -8.8% | -59.1% | +50.3% | -8.6% |
| 6M | -4.0% | -42.0% | +38.0% | -4.2% |
| YTD | +0.4% | -49.8% | +50.2% | +0.1% |
| 1Y | +1.9% | +43.1% | -41.2% | +0.3% |
| 3Y | +108.5% | -61.0% | +169.5% | +107.7% |
| All | +121.3% | -70.4% | +191.7% | +117.9% |
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