-68.4%
FLNC vs TRI
-22.4%
-46.0%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +6.4% | +3.8% | +10.7% |
| 7D | -2.1% | +1.0% | -3.1% | -2.2% |
| 30D | -20.8% | +20.8% | -41.5% | -20.3% |
| 3M | -61.3% | +8.1% | -69.4% | -61.2% |
| 6M | -50.9% | +24.2% | -75.0% | -50.2% |
| YTD | -69.4% | -7.8% | -61.6% | -73.1% |
| 1Y | -68.4% | -16.7% | -51.7% | -72.4% |
| All | -68.4% | -22.4% | -46.0% | -72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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