+272.1%
C vs FLNC
-62.1%
+334.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -8.3% | +9.1% | +1.4% |
| 7D | +2.6% | -4.2% | +6.7% | +2.8% |
| 30D | +1.9% | -20.0% | +21.9% | +3.4% |
| 3M | +2.8% | -56.9% | +59.7% | +8.4% |
| 6M | +30.6% | -35.5% | +66.1% | +31.5% |
| YTD | +19.9% | -48.8% | +68.7% | +21.7% |
| 1Y | +44.6% | +49.3% | -4.7% | +33.7% |
| All | +272.1% | -62.1% | +334.3% | +249.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling