-61.0%
FLNC vs INDA
+7.9%
-68.8%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.0% | +1.5% | +0.9% |
| 7D | -4.1% | -2.7% | -1.4% | +0.3% |
| 30D | -24.8% | -2.8% | -22.0% | -21.2% |
| 3M | -59.1% | +1.6% | -60.7% | -59.6% |
| 6M | -42.0% | -1.4% | -40.5% | -40.0% |
| YTD | -49.8% | -10.1% | -39.7% | -39.0% |
| 1Y | +43.1% | -8.8% | +51.9% | +70.5% |
| 3Y | -61.0% | +7.6% | -68.6% | -73.7% |
| All | -61.0% | +7.9% | -68.8% | -73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 3y: compounded portfolio wealth divided by compounded INDA 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…
3y analysis · Full analysis span regression · 6 months rolling