-71.6%
FLNC vs IBN
+44.0%
-115.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.9% | +0.6% | +1.0% |
| 7D | -4.1% | -3.0% | -1.1% | -1.7% |
| 30D | -24.8% | -1.5% | -23.3% | -24.0% |
| 3M | -59.1% | +7.9% | -67.0% | -61.6% |
| 6M | -42.0% | +8.6% | -50.6% | -46.1% |
| YTD | -49.8% | -0.6% | -49.2% | -50.2% |
| 1Y | +43.1% | -7.3% | +50.4% | +49.4% |
| 3Y | -61.0% | +26.2% | -87.2% | -72.6% |
| All | -71.6% | +44.0% | -115.6% | -83.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling