-61.9%
FLNC vs GEN
+58.8%
-120.6%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.7% | -5.0% | -4.7% |
| 7D | -5.0% | -4.3% | -0.7% | -2.6% |
| 30D | -26.1% | +3.8% | -29.9% | -28.2% |
| 3M | -55.2% | +22.3% | -77.4% | -61.6% |
| 6M | -42.6% | +39.0% | -81.5% | -54.1% |
| YTD | -51.0% | +11.9% | -62.9% | -56.1% |
| 1Y | +43.3% | +4.5% | +38.8% | +33.6% |
| All | -61.9% | +58.8% | -120.6% | -73.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling