+53.3%
FLNC vs A
+21.7%
+31.7%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.2% |
| 7D | -4.9% | -1.9% | -2.9% | -4.0% |
| 30D | -27.3% | +6.9% | -34.2% | -29.3% |
| 3M | -61.9% | +9.2% | -71.1% | -63.4% |
| 6M | -34.5% | +25.7% | -60.2% | -41.6% |
| YTD | -47.7% | +11.5% | -59.2% | -47.6% |
| 1Y | +53.3% | +18.4% | +35.0% | +39.0% |
| All | +53.3% | +21.7% | +31.7% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 1y: compounded portfolio wealth divided by compounded A 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…
1y analysis · Full analysis span regression · 6 months rolling