-71.6%
FLNC vs HBM
+280.2%
-351.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.8% |
| 7D | -4.1% | -3.3% | -0.8% | -2.1% |
| 30D | -24.8% | -4.8% | -20.0% | -22.9% |
| 3M | -59.1% | -0.4% | -58.7% | -59.2% |
| 6M | -42.0% | +17.9% | -59.8% | -47.8% |
| YTD | -49.8% | +33.7% | -83.5% | -58.2% |
| 1Y | +43.1% | +95.6% | -52.5% | -2.3% |
| 3Y | -61.0% | +458.1% | -519.1% | -85.8% |
| All | -71.6% | +280.2% | -351.9% | -87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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