+1,019.3%
DELL vs FLNC
-70.4%
+1,089.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.5% | +9.5% | +11.6% |
| 7D | +8.2% | -4.1% | +12.3% | +8.9% |
| 30D | +17.1% | -24.8% | +41.9% | +22.0% |
| 3M | +45.2% | -59.1% | +104.3% | +63.8% |
| 6M | +286.8% | -42.0% | +328.7% | +303.8% |
| YTD | +354.8% | -49.8% | +404.6% | +376.0% |
| 1Y | +358.3% | +43.1% | +315.2% | +299.5% |
| 3Y | +724.9% | -61.0% | +785.9% | +668.4% |
| All | +1,019.3% | -70.4% | +1,089.6% | +829.8% |
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