+43.1%
FLNC vs AGI
+9.2%
+33.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.8% | +2.2% |
| 7D | -4.1% | -2.7% | -1.3% | -2.9% |
| 30D | -24.8% | +7.2% | -32.0% | -27.6% |
| 3M | -59.1% | +4.3% | -63.4% | -60.6% |
| 6M | -42.0% | -27.1% | -14.9% | -33.8% |
| YTD | -49.8% | -6.6% | -43.2% | -54.1% |
| 1Y | +43.1% | +9.5% | +33.6% | +6.7% |
| All | +43.1% | +9.2% | +33.9% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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