-71.6%
FLNC vs SONY
+5.8%
-77.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.6% | +0.9% | +1.3% |
| 7D | -4.1% | -2.7% | -1.4% | -2.4% |
| 30D | -24.8% | +1.5% | -26.3% | -26.2% |
| 3M | -59.1% | +13.0% | -72.1% | -63.9% |
| 6M | -42.0% | +11.2% | -53.2% | -48.1% |
| YTD | -49.8% | -6.6% | -43.2% | -48.0% |
| 1Y | +43.1% | -18.1% | +61.2% | +65.3% |
| 3Y | -61.0% | +42.1% | -103.0% | -75.1% |
| All | -71.6% | +5.8% | -77.4% | -72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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