+53.3%
FLNC vs TROW
+0.2%
+53.1%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +2.5% |
| 7D | -4.9% | -1.3% | -3.6% | -3.5% |
| 30D | -27.3% | -4.5% | -22.7% | -23.5% |
| 3M | -61.9% | +3.9% | -65.7% | -64.8% |
| 6M | -34.5% | +22.6% | -57.1% | -53.1% |
| YTD | -47.7% | +10.1% | -57.8% | -55.2% |
| 1Y | +53.3% | +3.6% | +49.7% | +13.4% |
| All | +53.3% | +0.2% | +53.1% | +13.4% |
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