+53.3%
FLNC vs BB
+105.3%
-52.0%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -4.9% | -5.6% | +0.8% | -1.6% |
| 30D | -27.3% | -11.8% | -15.5% | -21.9% |
| 3M | -61.9% | -25.5% | -36.3% | -55.1% |
| 6M | -34.5% | +121.3% | -155.8% | -60.5% |
| YTD | -47.7% | +103.2% | -150.8% | -66.0% |
| 1Y | +53.3% | +102.6% | -49.3% | +11.6% |
| All | +53.3% | +105.3% | -52.0% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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