+53.3%
FLNC vs PFG
+51.4%
+2.0%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +1.8% |
| 7D | -4.9% | +5.5% | -10.4% | -6.1% |
| 30D | -27.3% | +2.4% | -29.6% | -27.6% |
| 3M | -61.9% | +13.6% | -75.5% | -63.4% |
| 6M | -34.5% | +27.9% | -62.4% | -41.4% |
| YTD | -47.7% | +35.6% | -83.2% | -54.9% |
| 1Y | +53.3% | +48.5% | +4.9% | +31.7% |
| All | +53.3% | +51.4% | +2.0% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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