+53.3%
FLNC vs FND
-36.4%
+89.7%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.3% | +0.7% |
| 7D | -4.9% | -5.2% | +0.4% | -2.7% |
| 30D | -27.3% | -19.9% | -7.4% | -19.8% |
| 3M | -61.9% | +2.7% | -64.6% | -63.0% |
| 6M | -34.5% | -21.7% | -12.8% | -25.6% |
| YTD | -47.7% | -17.5% | -30.2% | -40.1% |
| 1Y | +53.3% | -39.3% | +92.6% | +83.6% |
| All | +53.3% | -36.4% | +89.7% | +83.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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