+392.8%
HL vs FLNC
-62.9%
+455.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.7% | -1.6% |
| 7D | -4.4% | -4.1% | -0.3% | -3.9% |
| 30D | +9.3% | -24.8% | +34.1% | +14.1% |
| 3M | +32.0% | -59.1% | +91.1% | +50.2% |
| 6M | -6.4% | -42.0% | +35.5% | -2.0% |
| YTD | +3.1% | -49.8% | +52.9% | +9.0% |
| 1Y | +77.6% | +43.1% | +34.5% | +59.5% |
| 3Y | +392.8% | -61.0% | +453.8% | +385.8% |
| All | +392.8% | -62.9% | +455.7% | +385.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling