+53.3%
FLNC vs BTG
+38.4%
+15.0%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +2.4% |
| 7D | -4.9% | -0.9% | -4.0% | -4.7% |
| 30D | -27.3% | +36.8% | -64.1% | -42.9% |
| 3M | -61.9% | +23.1% | -85.0% | -67.5% |
| 6M | -34.5% | +3.5% | -38.0% | -37.2% |
| YTD | -47.7% | +25.5% | -73.2% | -58.5% |
| 1Y | +53.3% | +40.1% | +13.2% | +8.0% |
| All | +53.3% | +38.4% | +15.0% | +8.0% |
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