+133.9%
HL vs FLNC
+53.3%
+80.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.0% | -2.8% |
| 7D | +1.5% | -4.9% | +6.3% | +2.4% |
| 30D | +25.1% | -27.3% | +52.3% | +32.3% |
| 3M | +22.9% | -61.9% | +84.8% | +43.7% |
| 6M | -4.9% | -34.5% | +29.6% | -1.2% |
| YTD | +7.8% | -47.7% | +55.5% | +15.4% |
| 1Y | +133.9% | +53.3% | +80.6% | +144.3% |
| All | +133.9% | +53.3% | +80.6% | +144.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling