-72.3%
FLNC vs DAR
-16.9%
-55.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.7% | -2.6% | -3.2% |
| 7D | -5.0% | +0.9% | -5.9% | -5.5% |
| 30D | -26.1% | +6.4% | -32.5% | -29.3% |
| 3M | -55.2% | +13.2% | -68.4% | -59.3% |
| 6M | -42.6% | +26.2% | -68.8% | -51.8% |
| YTD | -51.0% | +84.4% | -135.4% | -67.6% |
| 1Y | +43.3% | +112.0% | -68.7% | -13.6% |
| 3Y | -63.4% | +13.4% | -76.8% | -68.6% |
| All | -72.3% | -16.9% | -55.4% | -69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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