-61.9%
FLNC vs ALLY
+64.5%
-126.4%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.8% | -5.1% | -4.8% |
| 7D | -5.0% | -3.3% | -1.7% | -2.9% |
| 30D | -26.1% | -4.1% | -22.0% | -24.0% |
| 3M | -55.2% | +1.4% | -56.6% | -55.4% |
| 6M | -42.6% | +14.4% | -57.0% | -49.0% |
| YTD | -51.0% | -4.9% | -46.1% | -49.6% |
| 1Y | +43.3% | +5.5% | +37.8% | +36.4% |
| All | -61.9% | +64.5% | -126.4% | -77.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling