+53.3%
FLNC vs BUD
+36.8%
+16.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | -4.9% | +0.3% | -5.1% | -4.7% |
| 30D | -27.3% | -5.7% | -21.6% | -28.9% |
| 3M | -61.9% | +3.1% | -65.0% | -61.2% |
| 6M | -34.5% | +7.9% | -42.4% | -34.3% |
| YTD | -47.7% | +27.3% | -75.0% | -36.3% |
| 1Y | +53.3% | +37.8% | +15.5% | +110.1% |
| All | +53.3% | +36.8% | +16.5% | +110.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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