-41.7%
INTU vs FLNC
-63.7%
+22.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.2% | +3.9% | -0.3% |
| 7D | -9.2% | -5.0% | -4.2% | -9.1% |
| 30D | -7.0% | -26.1% | +19.1% | -6.6% |
| 3M | +10.5% | -55.2% | +65.7% | +12.3% |
| 6M | -30.6% | -42.6% | +12.0% | -30.6% |
| YTD | -52.3% | -51.0% | -1.3% | -52.4% |
| 1Y | -51.8% | +43.3% | -95.1% | -54.5% |
| All | -41.7% | -63.7% | +22.0% | -43.5% |
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