-7.5%
IGV vs FLNC
-69.0%
+61.4%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +10.2% | -9.3% | 0.0% |
| 7D | -7.5% | -2.1% | -5.4% | -7.4% |
| 30D | -5.6% | -20.8% | +15.2% | -4.0% |
| 3M | +1.5% | -61.3% | +62.9% | +8.9% |
| 6M | +17.1% | -50.9% | +68.0% | +20.6% |
| YTD | -2.0% | -69.4% | +67.4% | +4.0% |
| 1Y | -7.5% | -68.4% | +60.9% | -3.5% |
| All | -7.5% | -69.0% | +61.4% | -3.5% |
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