+43.1%
FLNC vs RGEN
+38.7%
+4.4%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.3% |
| 7D | -4.1% | -1.4% | -2.6% | -3.4% |
| 30D | -24.8% | -0.3% | -24.5% | -24.6% |
| 3M | -59.1% | +23.9% | -83.0% | -63.5% |
| 6M | -42.0% | +38.5% | -80.5% | -53.4% |
| YTD | -49.8% | +0.8% | -50.6% | -45.3% |
| 1Y | +43.1% | +38.2% | +4.9% | +19.9% |
| All | +43.1% | +38.7% | +4.4% | +19.9% |
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