-61.0%
FLNC vs A
+31.5%
-92.5%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.7% | -0.2% | +0.4% |
| 7D | -4.1% | -2.6% | -1.5% | -2.1% |
| 30D | -24.8% | -0.9% | -23.9% | -24.2% |
| 3M | -59.1% | +13.6% | -72.7% | -63.4% |
| 6M | -42.0% | +27.8% | -69.8% | -54.5% |
| YTD | -49.8% | +8.6% | -58.4% | -53.9% |
| 1Y | +43.1% | +16.9% | +26.2% | +22.8% |
| 3Y | -61.0% | +32.9% | -93.9% | -72.6% |
| All | -61.0% | +31.5% | -92.5% | -72.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling