+12.2%
IOT vs FLNC
+53.3%
-41.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.3% | +3.6% |
| 7D | -2.3% | -4.9% | +2.5% | -2.0% |
| 30D | +3.8% | -27.3% | +31.1% | +5.9% |
| 3M | +14.2% | -61.9% | +76.1% | +21.8% |
| 6M | +40.1% | -34.5% | +74.6% | +39.4% |
| YTD | +13.4% | -47.7% | +61.1% | +13.1% |
| 1Y | +12.2% | +53.3% | -41.2% | -14.4% |
| All | +12.2% | +53.3% | -41.2% | -14.4% |
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