+40.0%
HLT vs FLNC
-74.3%
+114.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -15.9% | +14.1% | -1.5% |
| 7D | +3.6% | -16.3% | +19.9% | +3.9% |
| 30D | +14.6% | -36.6% | +51.1% | +15.6% |
| 3M | +13.9% | -64.2% | +78.1% | +16.2% |
| 6M | +18.3% | -59.9% | +78.1% | +19.5% |
| YTD | +28.9% | -74.2% | +103.1% | +30.6% |
| 1Y | +40.0% | -75.4% | +115.5% | +41.5% |
| All | +40.0% | -74.3% | +114.3% | +41.5% |
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