+928.3%
FTI vs FLNC
-70.4%
+998.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.5% | +0.8% |
| 7D | -4.4% | -4.1% | -0.3% | -4.1% |
| 30D | +1.5% | -24.8% | +26.3% | +3.6% |
| 3M | +8.2% | -59.1% | +67.3% | +15.1% |
| 6M | +18.8% | -42.0% | +60.8% | +19.9% |
| YTD | +71.7% | -49.8% | +121.5% | +73.1% |
| 1Y | +90.0% | +43.1% | +47.0% | +65.7% |
| 3Y | +270.5% | -61.0% | +331.4% | +239.3% |
| All | +928.3% | -70.4% | +998.6% | +774.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 5y: compounded portfolio wealth divided by compounded FLNC 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…
5y analysis · Full analysis span regression · 6 months rolling