+53.3%
FLNC vs GEN
+5.4%
+47.9%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.6% | +2.7% |
| 7D | -4.9% | -1.2% | -3.7% | -4.3% |
| 30D | -27.3% | +10.1% | -37.4% | -31.8% |
| 3M | -61.9% | +16.1% | -78.0% | -65.6% |
| 6M | -34.5% | +38.9% | -73.3% | -49.2% |
| YTD | -47.7% | +14.4% | -62.1% | -58.2% |
| 1Y | +53.3% | +5.9% | +47.5% | +29.2% |
| All | +53.3% | +5.4% | +47.9% | +29.2% |
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