+153.6%
GILD vs FLNC
-70.4%
+224.0%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.5% | -3.2% | -0.8% |
| 7D | -4.8% | -4.1% | -0.8% | -4.8% |
| 30D | +5.8% | -24.8% | +30.6% | +6.0% |
| 3M | +14.9% | -59.1% | +74.0% | +15.6% |
| 6M | -0.4% | -42.0% | +41.6% | -0.4% |
| YTD | +18.5% | -49.8% | +68.3% | +18.3% |
| 1Y | +25.1% | +43.1% | -18.0% | +21.5% |
| 3Y | +105.9% | -61.0% | +166.8% | +101.3% |
| All | +153.6% | -70.4% | +224.0% | +147.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling