-71.1%
FLNC vs BEN
+42.3%
-113.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -1.5% | -6.8% | -6.9% |
| 7D | -4.2% | +3.4% | -7.5% | -7.1% |
| 30D | -20.0% | +1.8% | -21.8% | -21.4% |
| 3M | -56.9% | +8.4% | -65.2% | -59.5% |
| 6M | -35.5% | +35.6% | -71.2% | -51.4% |
| YTD | -48.8% | +46.4% | -95.2% | -63.8% |
| 1Y | +49.3% | +46.3% | +2.9% | +5.0% |
| 3Y | -61.8% | +54.6% | -116.4% | -75.5% |
| All | -71.1% | +42.3% | -113.4% | -78.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling