-86.6%
FLNC vs LII
+25.2%
-111.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -2.0% |
| 7D | -11.2% | +2.9% | -14.1% | -13.0% |
| 30D | -24.6% | +0.9% | -25.5% | -26.0% |
| 3M | -64.6% | -15.5% | -49.1% | -60.3% |
| 6M | -78.8% | -30.2% | -48.6% | -73.5% |
| YTD | -76.3% | -26.8% | -49.5% | -72.2% |
| 1Y | -71.2% | -25.3% | -45.9% | -66.5% |
| 3Y | -71.9% | -7.8% | -64.1% | -75.4% |
| 5Y | -87.5% | +17.0% | -104.5% | -91.7% |
| All | -86.6% | +25.2% | -111.8% | -91.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling