+79.8%
IVV vs FLNC
-69.1%
+148.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.5% |
| 7D | +0.1% | -4.9% | +5.0% | +0.5% |
| 30D | +0.1% | -27.3% | +27.3% | +2.3% |
| 3M | +2.0% | -61.9% | +63.9% | +8.5% |
| 6M | +13.0% | -34.5% | +47.5% | +13.5% |
| YTD | +13.6% | -47.7% | +61.3% | +14.7% |
| 1Y | +20.1% | +53.3% | -33.3% | +8.4% |
| 3Y | +77.6% | -62.4% | +140.0% | +68.8% |
| All | +79.8% | -69.1% | +148.9% | +60.4% |
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 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