+43.1%
FLNC vs DTE
+1.0%
+42.1%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.3% | +3.8% | +1.8% |
| 7D | -4.1% | -2.6% | -1.5% | -5.4% |
| 30D | -24.8% | -4.4% | -20.4% | -26.6% |
| 3M | -59.1% | -8.3% | -50.8% | -61.3% |
| 6M | -42.0% | -8.1% | -33.9% | -43.8% |
| YTD | -49.8% | +4.4% | -54.2% | -57.8% |
| 1Y | +43.1% | +0.2% | +42.9% | +43.7% |
| All | +43.1% | +1.0% | +42.1% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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