-72.3%
FLNC vs BUD
+35.8%
-108.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.8% | -4.1% |
| 7D | -5.0% | -3.2% | -1.8% | -3.6% |
| 30D | -26.1% | -3.7% | -22.4% | -24.9% |
| 3M | -55.2% | -4.4% | -50.7% | -54.7% |
| 6M | -42.6% | +7.7% | -50.3% | -45.5% |
| YTD | -51.0% | +23.1% | -74.1% | -56.9% |
| 1Y | +43.3% | +33.6% | +9.7% | +18.9% |
| 3Y | -63.4% | +44.7% | -108.1% | -72.2% |
| All | -72.3% | +35.8% | -108.1% | -80.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling