-76.4%
DOCU vs FLNC
-67.0%
-9.4%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +6.7% | -11.5% | -6.0% |
| 7D | +0.7% | +6.0% | -5.3% | -0.4% |
| 30D | +8.0% | -16.3% | +24.3% | +11.0% |
| 3M | +41.0% | -54.1% | +95.1% | +57.6% |
| 6M | +33.7% | -25.3% | +59.0% | +29.8% |
| YTD | -4.9% | -44.2% | +39.3% | -5.8% |
| 1Y | -20.4% | +53.1% | -73.5% | -41.5% |
| 3Y | +29.6% | -58.3% | +87.9% | +8.2% |
| All | -76.4% | -67.0% | -9.4% | -79.3% |
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 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