+54.3%
HAL vs FLNC
-70.4%
+124.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.1% | -0.8% |
| 7D | -3.3% | -4.1% | +0.7% | -3.1% |
| 30D | +8.2% | -24.8% | +32.9% | +10.2% |
| 3M | -9.4% | -59.1% | +49.7% | -4.0% |
| 6M | +0.6% | -42.0% | +42.6% | +1.5% |
| YTD | +28.6% | -49.8% | +78.4% | +29.5% |
| 1Y | +63.9% | +43.1% | +20.8% | +44.8% |
| 3Y | -7.1% | -61.0% | +53.8% | -14.6% |
| All | +54.3% | -70.4% | +124.6% | +38.4% |
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