-68.4%
FLNC vs IVZ
+30.5%
-98.9%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +4.2% | +6.0% | +5.7% |
| 7D | -2.1% | +2.6% | -4.8% | -4.5% |
| 30D | -20.8% | -3.5% | -17.3% | -17.5% |
| 3M | -61.3% | -7.4% | -53.9% | -58.1% |
| 6M | -50.9% | +14.7% | -65.6% | -57.1% |
| YTD | -69.4% | +14.6% | -84.0% | -73.2% |
| 1Y | -68.4% | +30.7% | -99.1% | -75.8% |
| All | -68.4% | +30.5% | -98.9% | -75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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