-71.6%
FLNC vs FND
-64.6%
-7.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.0% | +1.5% | +1.8% |
| 7D | -4.1% | -5.8% | +1.7% | -0.2% |
| 30D | -24.8% | -20.2% | -4.6% | -12.2% |
| 3M | -59.1% | -12.0% | -47.1% | -56.8% |
| 6M | -42.0% | -18.5% | -23.5% | -36.2% |
| YTD | -49.8% | -22.3% | -27.5% | -42.4% |
| 1Y | +43.1% | -47.6% | +90.7% | +117.5% |
| 3Y | -61.0% | -49.8% | -11.2% | -41.0% |
| All | -71.6% | -64.6% | -7.0% | -47.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling