+53.3%
FLNC vs IBN
-4.0%
+57.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.6% |
| 7D | -4.9% | +1.4% | -6.3% | -5.2% |
| 30D | -27.3% | -0.3% | -26.9% | -27.2% |
| 3M | -61.9% | +17.1% | -79.0% | -62.7% |
| 6M | -34.5% | +3.4% | -37.9% | -35.7% |
| YTD | -47.7% | +2.5% | -50.2% | -48.8% |
| 1Y | +53.3% | -4.2% | +57.5% | +57.3% |
| All | +53.3% | -4.0% | +57.3% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1y: compounded portfolio wealth divided by compounded IBN 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…
1y analysis · Full analysis span regression · 6 months rolling