+143.3%
DELL vs FLNC
-69.0%
+212.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +10.2% | -19.0% | -10.7% |
| 7D | -24.6% | -2.1% | -22.5% | -24.4% |
| 30D | -32.5% | -20.8% | -11.7% | -29.7% |
| 3M | -20.2% | -61.3% | +41.1% | -6.7% |
| 6M | +76.5% | -50.9% | +127.3% | +96.0% |
| YTD | +198.9% | -69.4% | +268.3% | +243.3% |
| 1Y | +143.3% | -68.4% | +211.7% | +173.5% |
| All | +143.3% | -69.0% | +212.3% | +173.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling