+43.1%
FLNC vs BTG
+25.2%
+17.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.4% | +2.1% | +2.2% |
| 7D | -4.1% | -3.8% | -0.3% | -1.9% |
| 30D | -24.8% | +3.6% | -28.4% | -27.2% |
| 3M | -59.1% | +32.0% | -91.1% | -67.5% |
| 6M | -42.0% | +3.4% | -45.3% | -44.3% |
| YTD | -49.8% | +20.8% | -70.6% | -59.2% |
| 1Y | +43.1% | +22.4% | +20.7% | +10.2% |
| All | +43.1% | +25.2% | +17.9% | +10.2% |
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