-41.1%
FLNC vs Q
+75.3%
-116.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.3% | +4.3% | +5.1% |
| 7D | +6.0% | +6.7% | -0.8% | +1.5% |
| 30D | -16.3% | -10.6% | -5.7% | -10.1% |
| 3M | -54.1% | -14.6% | -39.5% | -48.2% |
| 6M | -25.3% | +12.1% | -37.4% | -34.5% |
| YTD | -44.2% | +51.3% | -95.4% | -64.6% |
| All | -41.1% | +75.3% | -116.4% | -58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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