+2.0%
IBKR vs FLNC
-74.3%
+76.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -15.9% | +9.3% | -4.8% |
| 7D | -11.1% | -16.3% | +5.3% | -9.3% |
| 30D | -19.7% | -36.6% | +16.8% | -15.9% |
| 3M | -18.0% | -64.2% | +46.2% | -9.3% |
| 6M | -13.2% | -59.9% | +46.7% | -9.1% |
| YTD | +13.4% | -74.2% | +87.7% | +24.7% |
| 1Y | +2.0% | -75.4% | +77.4% | +10.7% |
| All | +2.0% | -74.3% | +76.3% | +10.7% |
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