-71.6%
FLNC vs ACI
-39.0%
-32.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.2% | -0.8% | +2.3% |
| 7D | -4.1% | -3.7% | -0.3% | -3.8% |
| 30D | -24.8% | +0.6% | -25.4% | -24.9% |
| 3M | -59.1% | -20.3% | -38.8% | -58.5% |
| 6M | -42.0% | -24.7% | -17.3% | -41.0% |
| YTD | -49.8% | -27.2% | -22.6% | -48.9% |
| 1Y | +43.1% | -32.7% | +75.8% | +47.1% |
| 3Y | -61.0% | -43.9% | -17.0% | -59.0% |
| All | -71.6% | -39.0% | -32.6% | -70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 5y: compounded portfolio wealth divided by compounded ACI 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…
5y analysis · Full analysis span regression · 6 months rolling