+46.1%
GSK vs FLNC
-62.9%
+109.0%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | 0.0% |
| 7D | -3.5% | -4.1% | +0.5% | -3.5% |
| 30D | -3.4% | -24.8% | +21.3% | -3.4% |
| 3M | -8.1% | -59.1% | +51.0% | -7.8% |
| 6M | -11.1% | -42.0% | +30.8% | -11.4% |
| YTD | +0.7% | -49.8% | +50.5% | -0.1% |
| 1Y | +20.1% | +43.1% | -22.9% | +14.4% |
| 3Y | +46.1% | -61.0% | +107.1% | +45.9% |
| All | +46.1% | -62.9% | +109.0% | +45.9% |
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