-45.9%
INTU vs FLNC
-70.4%
+24.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.5% | +0.3% | +2.6% |
| 7D | -3.3% | -4.1% | +0.7% | -3.1% |
| 30D | -3.9% | -24.8% | +20.8% | -1.7% |
| 3M | +16.6% | -59.1% | +75.7% | +25.2% |
| 6M | -26.4% | -42.0% | +15.5% | -26.1% |
| YTD | -51.0% | -49.8% | -1.2% | -51.0% |
| 1Y | -50.8% | +43.1% | -93.9% | -58.6% |
| 3Y | -40.1% | -61.0% | +20.9% | -46.3% |
| All | -45.9% | -70.4% | +24.5% | -55.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling