-87.4%
FLNC vs RACE
+62.4%
-149.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -2.5% | -4.3% | -4.9% |
| 7D | -7.1% | -4.0% | -3.1% | -4.0% |
| 30D | -30.2% | +3.5% | -33.7% | -31.5% |
| 3M | -64.1% | -0.4% | -63.7% | -63.9% |
| 6M | -77.7% | +23.2% | -100.9% | -80.7% |
| YTD | -76.1% | +11.0% | -87.1% | -78.2% |
| 1Y | -75.4% | -2.2% | -73.1% | -75.2% |
| 3Y | -72.4% | +22.5% | -94.9% | -82.7% |
| 5Y | -87.4% | +63.2% | -150.5% | -94.8% |
| All | -87.4% | +62.4% | -149.8% | -94.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 5y: compounded portfolio wealth divided by compounded RACE 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…
5y analysis · Full analysis span regression · 6 months rolling