-42.0%
FLNC vs MKC
-16.8%
-25.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.4% | +2.0% | +2.8% |
| 7D | -4.1% | -1.5% | -2.6% | -5.3% |
| 30D | -24.8% | -3.1% | -21.7% | -26.5% |
| 3M | -59.1% | +5.2% | -64.3% | -55.7% |
| 6M | -42.0% | -12.8% | -29.1% | -35.6% |
| All | -42.0% | -16.8% | -25.2% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 6mo: compounded portfolio wealth divided by compounded MKC 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…
6mo analysis · Full analysis span regression · 6 months rolling