-68.4%
FLNC vs AS
+3.3%
-71.7%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +5.1% | +5.1% | +8.1% |
| 7D | -2.1% | +13.8% | -15.9% | -7.1% |
| 30D | -20.8% | +16.7% | -37.5% | -25.7% |
| 3M | -61.3% | -11.5% | -49.8% | -59.6% |
| 6M | -50.9% | -5.5% | -45.3% | -50.6% |
| YTD | -69.4% | -14.2% | -55.2% | -68.7% |
| 1Y | -68.4% | +2.1% | -70.5% | -68.7% |
| All | -68.4% | +3.3% | -71.7% | -68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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