-71.6%
FLNC vs SPXU
-85.1%
+13.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.4% | +4.9% | +0.6% |
| 7D | -4.1% | +2.5% | -6.5% | -2.1% |
| 30D | -24.8% | +4.2% | -29.0% | -21.9% |
| 3M | -59.1% | -9.3% | -49.8% | -60.6% |
| 6M | -42.0% | -30.7% | -11.3% | -51.9% |
| YTD | -49.8% | -28.1% | -21.7% | -55.9% |
| 1Y | +43.1% | -35.2% | +78.3% | +23.5% |
| 3Y | -61.0% | -79.9% | +19.0% | -81.9% |
| All | -71.6% | -85.1% | +13.5% | -82.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling