-75.4%
FLNC vs EQH
+12.7%
-88.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -5.7% | -10.2% | -13.0% |
| 7D | -16.3% | -3.1% | -13.2% | -14.4% |
| 30D | -36.6% | -2.9% | -33.6% | -35.1% |
| 3M | -64.2% | +3.1% | -67.3% | -64.4% |
| 6M | -59.9% | +21.8% | -81.6% | -63.4% |
| YTD | -74.2% | +13.3% | -87.6% | -74.5% |
| 1Y | -75.4% | +20.1% | -95.6% | -76.0% |
| All | -75.4% | +12.7% | -88.2% | -76.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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