-64.7%
DOCS vs FLNC
-67.0%
+2.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +6.7% | -14.0% | -8.4% |
| 7D | -7.3% | +6.0% | -13.3% | -8.3% |
| 30D | -10.9% | -16.3% | +5.5% | -8.6% |
| 3M | +20.3% | -54.1% | +74.4% | +33.9% |
| 6M | -3.6% | -25.3% | +21.7% | -6.1% |
| YTD | -44.9% | -44.2% | -0.7% | -45.0% |
| 1Y | -64.9% | +53.1% | -118.0% | -73.5% |
| 3Y | +7.6% | -58.3% | +65.9% | -8.0% |
| All | -64.7% | -67.0% | +2.3% | -71.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling