+173.8%
CAH vs FLNC
-62.9%
+236.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.1% | -0.6% |
| 7D | -5.1% | -4.1% | -1.0% | -5.2% |
| 30D | +0.2% | -24.8% | +24.9% | -0.4% |
| 3M | +6.3% | -59.1% | +65.4% | +4.5% |
| 6M | +9.4% | -42.0% | +51.4% | +9.0% |
| YTD | +15.0% | -49.8% | +64.8% | +13.9% |
| 1Y | +55.4% | +43.1% | +12.4% | +53.9% |
| 3Y | +173.8% | -61.0% | +234.8% | +165.3% |
| All | +173.8% | -62.9% | +236.7% | +165.3% |
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