+58.7%
FLIN vs SPY
+224.8%
-166.1%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.2% | +0.5% |
| 7D | -2.6% | -0.8% | -1.8% | -2.1% |
| 30D | -2.6% | -1.1% | -1.6% | -2.0% |
| 3M | +2.0% | +3.9% | -1.8% | -0.5% |
| 6M | -0.5% | +13.6% | -14.1% | -8.4% |
| YTD | -9.5% | +12.7% | -22.2% | -16.2% |
| 1Y | -8.2% | +17.5% | -25.7% | -17.4% |
| 3Y | +10.2% | +76.9% | -66.7% | -25.7% |
| 5Y | +12.0% | +83.6% | -71.6% | -27.3% |
| All | +58.7% | +224.8% | -166.1% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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