-70.4%
FLNC vs ACWI
+68.4%
-138.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.6% |
| 7D | -4.9% | +0.5% | -5.4% | -6.2% |
| 30D | -27.3% | +0.9% | -28.1% | -28.7% |
| 3M | -61.9% | +2.4% | -64.3% | -62.6% |
| 6M | -34.5% | +12.4% | -46.9% | -48.6% |
| YTD | -47.7% | +15.2% | -62.8% | -60.6% |
| 1Y | +53.3% | +22.7% | +30.6% | +3.6% |
| 3Y | -62.4% | +75.8% | -138.2% | -89.2% |
| All | -70.4% | +68.4% | -138.8% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling