-42.6%
FLNC vs GEN
+34.2%
-76.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.7% | -5.0% | -4.8% |
| 7D | -5.0% | -4.3% | -0.7% | -1.9% |
| 30D | -26.1% | +3.8% | -29.9% | -29.0% |
| 3M | -55.2% | +22.3% | -77.4% | -64.5% |
| 6M | -42.6% | +39.0% | -81.5% | -61.8% |
| All | -42.6% | +34.2% | -76.8% | -61.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling