-27.5%
DOCN vs FLNC
-87.7%
+60.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.2% | -3.0% | -3.9% |
| 7D | +19.1% | -11.2% | +30.3% | +22.6% |
| 30D | -21.0% | -24.6% | +3.6% | -15.1% |
| 3M | -34.7% | -64.6% | +29.8% | -15.7% |
| 6M | -45.8% | -78.8% | +33.1% | -22.7% |
| YTD | +79.4% | -76.3% | +155.7% | +129.0% |
| 1Y | +91.0% | -71.2% | +162.2% | +126.4% |
| 3Y | +237.5% | -71.9% | +309.3% | +199.4% |
| All | -27.5% | -87.7% | +60.3% | -45.9% |
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 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