-72.3%
FLNC vs LII
+32.0%
-104.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.8% | -3.4% | -3.6% |
| 7D | -5.0% | -3.5% | -1.5% | -2.4% |
| 30D | -26.1% | -13.5% | -12.6% | -17.8% |
| 3M | -55.2% | -26.0% | -29.2% | -45.6% |
| 6M | -42.6% | -26.8% | -15.8% | -31.3% |
| YTD | -51.0% | -22.9% | -28.2% | -44.0% |
| 1Y | +43.3% | -32.6% | +76.0% | +83.7% |
| 3Y | -63.4% | -1.3% | -62.1% | -69.4% |
| All | -72.3% | +32.0% | -104.4% | -82.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling