+110.9%
GLDM vs FLNC
-71.2%
+182.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.5% | -0.6% | +1.8% |
| 7D | +5.0% | +3.6% | +1.3% | +4.8% |
| 30D | -1.3% | -27.3% | +26.0% | -0.4% |
| 3M | -4.7% | -59.1% | +54.4% | -2.3% |
| 6M | -12.4% | -77.6% | +65.3% | -9.0% |
| YTD | -4.1% | -72.7% | +68.6% | -1.3% |
| 1Y | +3.3% | -74.0% | +77.4% | +6.3% |
| 3Y | +110.9% | -69.6% | +180.5% | +117.5% |
| All | +110.9% | -71.2% | +182.2% | +117.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling