+43.1%
FLNC vs BRO
-27.7%
+70.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.4% |
| 7D | -4.1% | -7.3% | +3.3% | -8.1% |
| 30D | -24.8% | -6.9% | -17.9% | -27.6% |
| 3M | -59.1% | +10.7% | -69.8% | -57.5% |
| 6M | -42.0% | -2.7% | -39.3% | -42.2% |
| YTD | -49.8% | -16.3% | -33.5% | -52.1% |
| 1Y | +43.1% | -29.1% | +72.2% | +36.4% |
| All | +43.1% | -27.7% | +70.8% | +36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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