-62.1%
DOCS vs FLNC
+36.5%
-98.6%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.5% | -4.2% | -2.8% |
| 7D | -1.4% | -4.9% | +3.4% | -1.2% |
| 30D | +21.8% | -27.3% | +49.1% | +23.4% |
| 3M | +27.3% | -61.9% | +89.2% | +32.3% |
| 6M | -0.3% | -34.5% | +34.2% | -0.2% |
| YTD | -40.5% | -47.7% | +7.2% | -39.8% |
| All | -62.1% | +36.5% | -98.6% | -60.5% |
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