+53.3%
FLNC vs IVZ
+56.4%
-3.1%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +0.2% |
| 7D | -4.9% | +0.6% | -5.5% | -5.7% |
| 30D | -27.3% | +4.0% | -31.3% | -30.6% |
| 3M | -61.9% | +18.2% | -80.1% | -68.0% |
| 6M | -34.5% | +32.8% | -67.3% | -52.7% |
| YTD | -47.7% | +28.7% | -76.4% | -60.7% |
| 1Y | +53.3% | +55.4% | -2.0% | +5.2% |
| All | +53.3% | +56.4% | -3.1% | +5.2% |
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