+162.4%
EXPE vs FLNC
-62.9%
+225.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.5% | -1.1% | +1.3% |
| 7D | -5.8% | -4.1% | -1.7% | -5.6% |
| 30D | -13.6% | -24.8% | +11.2% | -12.2% |
| 3M | +25.2% | -59.1% | +84.3% | +31.6% |
| 6M | +22.3% | -42.0% | +64.3% | +22.4% |
| YTD | -0.3% | -49.8% | +49.5% | -0.5% |
| 1Y | +27.8% | +43.1% | -15.3% | +10.9% |
| 3Y | +162.4% | -61.0% | +223.4% | +129.9% |
| All | +162.4% | -62.9% | +225.3% | +129.9% |
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 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