-61.0%
FLNC vs TRMB
+12.4%
-73.4%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.4% | +1.0% | +1.6% |
| 7D | -4.1% | -3.0% | -1.0% | -2.1% |
| 30D | -24.8% | +2.3% | -27.1% | -26.0% |
| 3M | -59.1% | +15.3% | -74.4% | -63.4% |
| 6M | -42.0% | -14.7% | -27.3% | -36.9% |
| YTD | -49.8% | -26.4% | -23.4% | -39.3% |
| 1Y | +43.1% | -30.4% | +73.5% | +83.4% |
| 3Y | -61.0% | +13.5% | -74.5% | -68.2% |
| All | -61.0% | +12.4% | -73.4% | -68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 3y: compounded portfolio wealth divided by compounded TRMB 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…
3y analysis · Full analysis span regression · 6 months rolling