-68.4%
FLNC vs BTG
+24.4%
-92.8%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +8.7% | +1.5% | +5.3% |
| 7D | -2.1% | -0.2% | -1.9% | -2.1% |
| 30D | -20.8% | -0.8% | -20.0% | -20.6% |
| 3M | -61.3% | +31.8% | -93.2% | -69.1% |
| 6M | -50.9% | +20.4% | -71.3% | -56.2% |
| YTD | -69.4% | +14.7% | -84.1% | -73.9% |
| 1Y | -68.4% | +29.4% | -97.8% | -76.0% |
| All | -68.4% | +24.4% | -92.8% | -76.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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