+38.4%
IGV vs FLNC
-62.9%
+101.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.5% | -2.2% | +0.1% |
| 7D | -2.9% | -4.1% | +1.1% | -2.7% |
| 30D | -1.5% | -24.8% | +23.3% | +0.6% |
| 3M | +11.7% | -59.1% | +70.8% | +18.8% |
| 6M | +18.4% | -42.0% | +60.4% | +20.4% |
| YTD | -3.9% | -49.8% | +45.9% | -2.1% |
| 1Y | -9.7% | +43.1% | -52.7% | -17.0% |
| 3Y | +38.4% | -61.0% | +99.4% | +32.5% |
| All | +38.4% | -62.9% | +101.3% | +32.5% |
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 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