-68.4%
FLNC vs PFG
+46.8%
-115.2%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +4.1% | +6.1% | +9.3% |
| 7D | -2.1% | +4.9% | -7.0% | -2.9% |
| 30D | -20.8% | +5.7% | -26.4% | -21.6% |
| 3M | -61.3% | +2.6% | -63.9% | -61.5% |
| 6M | -50.9% | +19.8% | -70.6% | -53.0% |
| YTD | -69.4% | +36.3% | -105.6% | -72.7% |
| 1Y | -68.4% | +47.9% | -116.3% | -71.3% |
| All | -68.4% | +46.8% | -115.2% | -71.3% |
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