-68.4%
FLNC vs TROW
+17.3%
-85.7%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +6.0% | +4.2% | +3.9% |
| 7D | -2.1% | +8.2% | -10.3% | -9.9% |
| 30D | -20.8% | +8.3% | -29.1% | -27.0% |
| 3M | -61.3% | -1.6% | -59.8% | -60.6% |
| 6M | -50.9% | +11.9% | -62.7% | -58.6% |
| YTD | -69.4% | +14.3% | -83.7% | -75.2% |
| 1Y | -68.4% | +17.0% | -85.4% | -74.6% |
| All | -68.4% | +17.3% | -85.7% | -74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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