-68.4%
FLNC vs BEN
+56.2%
-124.6%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +4.7% | +5.5% | +5.5% |
| 7D | -2.1% | +6.7% | -8.8% | -8.1% |
| 30D | -20.8% | +3.0% | -23.8% | -23.0% |
| 3M | -61.3% | -4.3% | -57.0% | -59.6% |
| 6M | -50.9% | +16.4% | -67.2% | -55.3% |
| YTD | -69.4% | +46.8% | -116.1% | -75.5% |
| 1Y | -68.4% | +57.3% | -125.8% | -76.3% |
| All | -68.4% | +56.2% | -124.6% | -76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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