-46.3%
INTU vs FLNC
-67.0%
+20.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +6.7% | -10.8% | -4.7% |
| 7D | -7.5% | +6.0% | -13.5% | -8.1% |
| 30D | -1.9% | -16.3% | +14.4% | -0.6% |
| 3M | +4.9% | -54.1% | +59.0% | +11.3% |
| 6M | -33.2% | -25.3% | -7.9% | -34.6% |
| YTD | -51.4% | -44.2% | -7.2% | -51.8% |
| 1Y | -52.0% | +53.1% | -105.1% | -59.8% |
| 3Y | -40.7% | -58.3% | +17.6% | -46.8% |
| All | -46.3% | -67.0% | +20.7% | -56.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling