+53.3%
FLNC vs MDY
+17.9%
+35.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.3% | +1.1% |
| 7D | -4.9% | +0.1% | -5.0% | -5.3% |
| 30D | -27.3% | -1.5% | -25.8% | -23.7% |
| 3M | -61.9% | +0.8% | -62.6% | -61.2% |
| 6M | -34.5% | +7.4% | -41.9% | -43.7% |
| YTD | -47.7% | +15.2% | -62.9% | -65.7% |
| 1Y | +53.3% | +16.5% | +36.8% | +2.6% |
| All | +53.3% | +17.9% | +35.4% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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