+31.0%
F vs FLNC
+53.3%
-22.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +1.4% |
| 7D | +5.3% | -4.9% | +10.2% | +5.6% |
| 30D | +4.6% | -27.3% | +31.9% | +6.3% |
| 3M | -3.7% | -61.9% | +58.2% | +1.0% |
| 6M | +16.8% | -34.5% | +51.3% | +16.7% |
| YTD | +15.3% | -47.7% | +63.0% | +15.2% |
| 1Y | +31.0% | +53.3% | -22.3% | +19.5% |
| All | +31.0% | +53.3% | -22.3% | +19.5% |
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