+80.6%
FDX vs FLNC
-70.4%
+151.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.5% | -2.4% | -0.1% |
| 7D | -3.3% | -4.1% | +0.8% | -3.0% |
| 30D | -4.5% | -24.8% | +20.2% | -2.5% |
| 3M | -7.3% | -59.1% | +51.8% | -1.3% |
| 6M | +7.5% | -42.0% | +49.5% | +9.0% |
| YTD | +35.1% | -49.8% | +84.9% | +36.7% |
| 1Y | +71.4% | +43.1% | +28.3% | +53.2% |
| 3Y | +60.8% | -61.0% | +121.8% | +50.0% |
| All | +80.6% | -70.4% | +151.0% | +61.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling