-61.0%
FLNC vs BB
+64.9%
-125.9%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.8% | +1.6% |
| 7D | -4.1% | -0.4% | -3.7% | -3.7% |
| 30D | -24.8% | -12.5% | -12.2% | -19.8% |
| 3M | -59.1% | -17.4% | -41.7% | -56.0% |
| 6M | -42.0% | +119.1% | -161.1% | -60.3% |
| YTD | -49.8% | +102.4% | -152.2% | -64.3% |
| 1Y | +43.1% | +98.2% | -55.1% | +3.9% |
| 3Y | -61.0% | +46.9% | -107.9% | -74.9% |
| All | -61.0% | +64.9% | -125.9% | -74.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling