-68.4%
FLNC vs GEN
+20.2%
-88.6%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +4.0% | +6.2% | +8.7% |
| 7D | -2.1% | +26.9% | -29.0% | -11.3% |
| 30D | -20.8% | +38.6% | -59.4% | -31.1% |
| 3M | -61.3% | +9.7% | -71.1% | -62.8% |
| 6M | -50.9% | +58.9% | -109.8% | -62.0% |
| YTD | -69.4% | +15.3% | -84.7% | -77.2% |
| 1Y | -68.4% | +21.8% | -90.2% | -76.9% |
| All | -68.4% | +20.2% | -88.6% | -76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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