-61.0%
FLNC vs FTV
-5.2%
-55.7%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.1% | +2.2% |
| 7D | -4.1% | -4.0% | -0.1% | -0.9% |
| 30D | -24.8% | -11.0% | -13.7% | -17.6% |
| 3M | -59.1% | -8.4% | -50.7% | -56.6% |
| 6M | -42.0% | -2.6% | -39.4% | -41.8% |
| YTD | -49.8% | -0.6% | -49.2% | -51.7% |
| 1Y | +43.1% | +11.0% | +32.1% | +22.0% |
| 3Y | -61.0% | -6.3% | -54.6% | -61.5% |
| All | -61.0% | -5.2% | -55.7% | -61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 3y: compounded portfolio wealth divided by compounded FTV 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…
3y analysis · Full analysis span regression · 6 months rolling