-71.6%
FLNC vs BUD
+36.8%
-108.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.7% | +2.2% |
| 7D | -4.1% | -2.6% | -1.4% | -2.9% |
| 30D | -24.8% | -1.2% | -23.6% | -24.4% |
| 3M | -59.1% | -4.9% | -54.2% | -58.5% |
| 6M | -42.0% | +9.3% | -51.2% | -45.2% |
| YTD | -49.8% | +24.0% | -73.8% | -56.0% |
| 1Y | +43.1% | +34.5% | +8.5% | +18.3% |
| 3Y | -61.0% | +43.7% | -104.6% | -70.1% |
| All | -71.6% | +36.8% | -108.4% | -80.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling