-68.4%
FLNC vs LII
-26.0%
-42.4%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +3.6% | +6.6% | +8.7% |
| 7D | -2.1% | +7.9% | -10.0% | -5.2% |
| 30D | -20.8% | -0.6% | -20.2% | -21.1% |
| 3M | -61.3% | -19.3% | -42.0% | -57.7% |
| 6M | -50.9% | -29.8% | -21.0% | -44.0% |
| YTD | -69.4% | -25.4% | -44.0% | -68.4% |
| 1Y | -68.4% | -26.2% | -42.2% | -65.8% |
| All | -68.4% | -26.0% | -42.4% | -65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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