+59.8%
HAL vs FLNC
-69.8%
+129.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -8.3% | +9.2% | +1.5% |
| 7D | -1.3% | -4.2% | +2.8% | -1.1% |
| 30D | +10.9% | -20.0% | +30.9% | +12.5% |
| 3M | -5.8% | -56.9% | +51.0% | -0.7% |
| 6M | +8.1% | -35.5% | +43.7% | +8.0% |
| YTD | +33.2% | -48.8% | +82.0% | +34.0% |
| 1Y | +74.2% | +49.3% | +24.9% | +53.3% |
| 3Y | -3.7% | -61.8% | +58.1% | -11.1% |
| All | +59.8% | -69.8% | +129.6% | +43.2% |
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