+53.3%
FLNC vs ZBRA
+18.2%
+35.2%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +0.8% |
| 7D | -4.9% | +1.8% | -6.6% | -5.7% |
| 30D | -27.3% | -1.7% | -25.6% | -26.7% |
| 3M | -61.9% | +47.8% | -109.6% | -69.2% |
| 6M | -34.5% | +56.7% | -91.2% | -48.3% |
| YTD | -47.7% | +49.4% | -97.1% | -58.2% |
| 1Y | +53.3% | +16.5% | +36.8% | +38.9% |
| All | +53.3% | +18.2% | +35.2% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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