+49.2%
FE vs FLNC
-70.4%
+119.5%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.7% | -0.3% |
| 7D | -1.4% | -4.1% | +2.7% | -1.3% |
| 30D | -1.9% | -24.8% | +22.9% | -1.6% |
| 3M | -0.2% | -59.1% | +58.9% | +0.7% |
| 6M | -7.1% | -42.0% | +34.9% | -7.2% |
| YTD | +6.1% | -49.8% | +55.9% | +5.9% |
| 1Y | +10.1% | +43.1% | -33.0% | +6.6% |
| 3Y | +46.9% | -61.0% | +107.8% | +44.6% |
| All | +49.2% | -70.4% | +119.5% | +46.8% |
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