-71.6%
FLNC vs GRMN
+115.7%
-187.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.2% | -1.8% | -0.6% |
| 7D | -4.1% | +2.4% | -6.5% | -5.7% |
| 30D | -24.8% | -8.5% | -16.3% | -19.6% |
| 3M | -59.1% | +19.5% | -78.6% | -65.3% |
| 6M | -42.0% | +21.2% | -63.2% | -50.9% |
| YTD | -49.8% | +41.0% | -90.8% | -62.6% |
| 1Y | +43.1% | +19.6% | +23.5% | +20.9% |
| 3Y | -61.0% | +183.8% | -244.7% | -88.2% |
| All | -71.6% | +115.7% | -187.3% | -89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 5y: compounded portfolio wealth divided by compounded GRMN 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…
5y analysis · Full analysis span regression · 6 months rolling