+43.1%
FLNC vs SPY
+18.1%
+25.0%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | -1.2% |
| 7D | -4.1% | -0.8% | -3.3% | -0.8% |
| 30D | -24.8% | -1.1% | -23.7% | -21.0% |
| 3M | -59.1% | +3.9% | -63.0% | -64.5% |
| 6M | -42.0% | +13.6% | -55.6% | -63.2% |
| YTD | -49.8% | +12.7% | -62.5% | -65.9% |
| 1Y | +43.1% | +17.5% | +25.6% | -25.4% |
| All | +43.1% | +18.1% | +25.0% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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