+131.2%
FITB vs FLNC
-62.9%
+194.1%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.5% | -1.9% | +0.4% |
| 7D | -0.3% | -4.1% | +3.8% | -0.1% |
| 30D | -5.7% | -24.8% | +19.1% | -4.3% |
| 3M | +3.2% | -59.1% | +62.3% | +7.7% |
| 6M | +23.4% | -42.0% | +65.4% | +24.0% |
| YTD | +18.8% | -49.8% | +68.6% | +18.9% |
| 1Y | +25.0% | +43.1% | -18.1% | +11.2% |
| 3Y | +131.2% | -61.0% | +192.2% | +116.1% |
| All | +131.2% | -62.9% | +194.1% | +116.1% |
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 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