-68.4%
FLNC vs EXR
+28.1%
-96.5%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +3.1% | +7.1% | +10.7% |
| 7D | -2.1% | +11.3% | -13.4% | 0.0% |
| 30D | -20.8% | +21.2% | -41.9% | -17.8% |
| 3M | -61.3% | +8.7% | -70.1% | -60.9% |
| 6M | -50.9% | +18.2% | -69.1% | -51.0% |
| YTD | -69.4% | +27.9% | -97.3% | -70.6% |
| 1Y | -68.4% | +28.3% | -96.7% | -69.9% |
| All | -68.4% | +28.1% | -96.5% | -69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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