-75.4%
FLNC vs FGI
+51.2%
-126.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +6.2% | -13.0% | -6.8% |
| 7D | -7.1% | +13.5% | -20.6% | -7.1% |
| 30D | -30.2% | +17.1% | -47.3% | -30.1% |
| 3M | -64.1% | +78.0% | -142.1% | -64.1% |
| 6M | -77.7% | +46.4% | -124.2% | -77.9% |
| YTD | -76.1% | +47.7% | -123.8% | -77.4% |
| 1Y | -75.4% | +56.8% | -132.1% | -77.4% |
| All | -75.4% | +51.2% | -126.5% | -77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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