+108.4%
DAL vs FLNC
-69.8%
+178.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.3% | +8.1% | +0.8% |
| 7D | +0.8% | -4.2% | +4.9% | +1.2% |
| 30D | -11.7% | -20.0% | +8.3% | -9.3% |
| 3M | -2.7% | -56.9% | +54.1% | +7.1% |
| 6M | +30.7% | -35.5% | +66.2% | +31.2% |
| YTD | +14.4% | -48.8% | +63.2% | +16.3% |
| 1Y | +31.2% | +49.3% | -18.1% | +9.7% |
| 3Y | +99.4% | -61.8% | +161.2% | +80.7% |
| All | +108.4% | -69.8% | +178.2% | +74.5% |
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