-71.1%
FLNC vs ACWI
+66.6%
-137.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.6% | -7.7% | -6.8% |
| 7D | -4.2% | 0.0% | -4.2% | -4.3% |
| 30D | -20.0% | -0.6% | -19.4% | -18.5% |
| 3M | -56.9% | +4.3% | -61.1% | -59.9% |
| 6M | -35.5% | +12.7% | -48.2% | -49.8% |
| YTD | -48.8% | +13.9% | -62.8% | -60.4% |
| 1Y | +49.3% | +20.5% | +28.7% | +5.6% |
| 3Y | -61.8% | +76.5% | -138.3% | -89.1% |
| All | -71.1% | +66.6% | -137.7% | -88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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