+43.1%
FLNC vs ALLY
+5.0%
+38.0%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.6% |
| 7D | -4.1% | -3.8% | -0.3% | -1.6% |
| 30D | -24.8% | -4.9% | -19.8% | -22.2% |
| 3M | -59.1% | -2.6% | -56.5% | -58.2% |
| 6M | -42.0% | +15.7% | -57.7% | -50.4% |
| YTD | -49.8% | -5.2% | -44.6% | -45.9% |
| 1Y | +43.1% | +2.8% | +40.3% | +23.1% |
| All | +43.1% | +5.0% | +38.0% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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