+57.9%
DLR vs FLNC
-62.9%
+120.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.5% | -0.7% | +1.6% |
| 7D | +0.1% | -4.1% | +4.2% | +0.3% |
| 30D | -4.3% | -24.8% | +20.5% | -2.7% |
| 3M | +3.8% | -59.1% | +62.9% | +9.0% |
| 6M | +5.8% | -42.0% | +47.8% | +6.8% |
| YTD | +23.5% | -49.8% | +73.3% | +24.6% |
| 1Y | +11.1% | +43.1% | -32.0% | +1.0% |
| 3Y | +57.9% | -61.0% | +118.8% | +57.3% |
| All | +57.9% | -62.9% | +120.7% | +57.3% |
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