+75.0%
D vs FLNC
-72.5%
+147.5%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.2% |
| 7D | -1.4% | -11.2% | +9.8% | -1.4% |
| 30D | +7.7% | -24.6% | +32.4% | +7.8% |
| 3M | -0.3% | -64.6% | +64.3% | -0.1% |
| 6M | +10.1% | -78.8% | +88.9% | +10.5% |
| YTD | +19.1% | -76.3% | +95.4% | +18.8% |
| 1Y | +15.9% | -71.2% | +87.1% | +15.0% |
| 3Y | +75.0% | -71.9% | +146.9% | +72.2% |
| All | +75.0% | -72.5% | +147.5% | +72.2% |
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