+52.6%
HAS vs FLNC
-86.0%
+138.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.7% |
| 7D | +1.4% | -11.2% | +12.6% | +2.3% |
| 30D | +26.3% | -24.6% | +50.9% | +28.9% |
| 3M | +25.6% | -64.6% | +90.2% | +36.2% |
| 6M | +30.3% | -78.8% | +109.1% | +45.0% |
| YTD | +50.4% | -76.3% | +126.7% | +60.5% |
| 1Y | +57.7% | -71.2% | +128.9% | +63.6% |
| 3Y | +213.4% | -71.9% | +285.3% | +188.5% |
| 5Y | +49.1% | -87.5% | +136.6% | +36.9% |
| All | +52.6% | -86.0% | +138.7% | +39.6% |
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