-68.5%
FLNC vs GEN
+27.8%
-96.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -2.7% | +9.4% | +8.2% |
| 7D | +6.0% | -0.7% | +6.6% | +6.1% |
| 30D | -16.3% | +2.6% | -19.0% | -18.1% |
| 3M | -54.1% | +15.8% | -69.9% | -58.9% |
| 6M | -25.3% | +33.1% | -58.4% | -38.0% |
| YTD | -44.2% | +11.3% | -55.5% | -49.1% |
| 1Y | +53.1% | +1.7% | +51.5% | +46.7% |
| 3Y | -58.3% | +58.1% | -116.4% | -69.0% |
| All | -68.5% | +27.8% | -96.2% | -76.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling