-71.6%
FLNC vs GEN
+29.7%
-101.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.0% | +1.5% | +1.9% |
| 7D | -4.1% | -1.3% | -2.8% | -3.5% |
| 30D | -24.8% | +6.1% | -30.9% | -27.7% |
| 3M | -59.1% | +27.0% | -86.1% | -65.4% |
| 6M | -42.0% | +43.9% | -85.8% | -53.7% |
| YTD | -49.8% | +13.0% | -62.8% | -54.6% |
| 1Y | +43.1% | +4.0% | +39.1% | +35.2% |
| 3Y | -61.0% | +66.2% | -127.1% | -71.7% |
| All | -71.6% | +29.7% | -101.3% | -79.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling