+53.3%
FLNC vs RGEN
+45.2%
+8.1%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +2.0% |
| 7D | -4.9% | -4.9% | 0.0% | -2.8% |
| 30D | -27.3% | +5.7% | -32.9% | -29.0% |
| 3M | -61.9% | +32.4% | -94.3% | -67.5% |
| 6M | -34.5% | +33.2% | -67.7% | -45.9% |
| YTD | -47.7% | +2.3% | -50.0% | -43.2% |
| 1Y | +53.3% | +39.0% | +14.3% | +27.0% |
| All | +53.3% | +45.2% | +8.1% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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