+53.3%
FLNC vs SPXU
-40.4%
+93.7%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +3.3% |
| 7D | -4.9% | -0.1% | -4.8% | -5.1% |
| 30D | -27.3% | +0.8% | -28.1% | -25.9% |
| 3M | -61.9% | -4.7% | -57.2% | -61.4% |
| 6M | -34.5% | -29.6% | -4.9% | -51.5% |
| YTD | -47.7% | -29.9% | -17.8% | -59.6% |
| 1Y | +53.3% | -39.1% | +92.4% | +10.7% |
| All | +53.3% | -40.4% | +93.7% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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