+1,722.2%
FIX vs FLNC
-71.1%
+1,793.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.2% | +2.7% | -0.9% |
| 7D | +0.7% | -5.0% | +5.7% | +1.4% |
| 30D | -5.7% | -26.1% | +20.4% | -1.4% |
| 3M | -7.4% | -55.2% | +47.7% | +3.9% |
| 6M | +15.1% | -42.6% | +57.7% | +20.1% |
| YTD | +70.7% | -51.0% | +121.7% | +78.6% |
| 1Y | +111.9% | +43.3% | +68.6% | +86.6% |
| 3Y | +759.5% | -63.4% | +822.9% | +719.7% |
| All | +1,722.2% | -71.1% | +1,793.2% | +1,634.6% |
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