-72.3%
FLNC vs INDA
+5.3%
-77.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.2% | -3.1% | -2.2% |
| 7D | -5.0% | -3.6% | -1.4% | +1.4% |
| 30D | -26.1% | -4.0% | -22.1% | -20.6% |
| 3M | -55.2% | +1.7% | -56.9% | -55.9% |
| 6M | -42.6% | -3.6% | -38.9% | -38.1% |
| YTD | -51.0% | -11.0% | -40.0% | -38.7% |
| 1Y | +43.3% | -9.5% | +52.8% | +75.3% |
| 3Y | -63.4% | +7.6% | -71.0% | -68.3% |
| All | -72.3% | +5.3% | -77.6% | -74.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling