+43.1%
FLNC vs BEN
+45.3%
-2.2%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | -4.1% | -3.1% | -0.9% | -1.6% |
| 30D | -24.8% | +0.2% | -25.0% | -24.8% |
| 3M | -59.1% | +6.8% | -65.9% | -60.2% |
| 6M | -42.0% | +38.1% | -80.1% | -50.8% |
| YTD | -49.8% | +44.3% | -94.1% | -55.3% |
| 1Y | +43.1% | +42.6% | +0.5% | +14.5% |
| All | +43.1% | +45.3% | -2.2% | +14.5% |
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