+10.7%
DHR vs FLNC
-69.0%
+79.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +10.2% | -8.1% | +2.3% |
| 7D | +0.4% | -2.1% | +2.5% | +0.3% |
| 30D | +6.2% | -20.8% | +27.0% | +5.7% |
| 3M | +20.8% | -61.3% | +82.2% | +18.5% |
| 6M | +35.5% | -50.9% | +86.4% | +32.3% |
| YTD | +3.2% | -69.4% | +72.6% | +0.9% |
| 1Y | +10.7% | -68.4% | +79.1% | +9.9% |
| All | +10.7% | -69.0% | +79.6% | +9.9% |
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