+15.9%
HAS vs FLNC
-70.4%
+86.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.5% | -0.9% | +1.3% |
| 7D | -1.1% | -4.1% | +3.0% | -0.8% |
| 30D | -2.8% | -24.8% | +22.0% | -0.5% |
| 3M | +10.1% | -59.1% | +69.2% | +18.1% |
| 6M | -1.4% | -42.0% | +40.6% | -0.4% |
| YTD | +14.2% | -49.8% | +64.0% | +15.0% |
| 1Y | +18.2% | +43.1% | -24.9% | +1.8% |
| 3Y | +48.6% | -61.0% | +109.6% | +35.3% |
| All | +15.9% | -70.4% | +86.3% | +0.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling