-61.0%
FLNC vs BBWI
-45.3%
-15.7%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.4% | -3.9% | -0.2% |
| 7D | -4.1% | -4.8% | +0.8% | -2.1% |
| 30D | -24.8% | +3.5% | -28.3% | -26.7% |
| 3M | -59.1% | -0.3% | -58.8% | -60.0% |
| 6M | -42.0% | -5.4% | -36.6% | -43.5% |
| YTD | -49.8% | -4.7% | -45.1% | -51.5% |
| 1Y | +43.1% | -30.5% | +73.6% | +60.0% |
| 3Y | -61.0% | -44.3% | -16.6% | -54.7% |
| All | -61.0% | -45.3% | -15.7% | -54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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