+197.3%
JBL vs FLNC
-62.9%
+260.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.5% | +2.6% | +4.8% |
| 7D | +2.4% | -4.1% | +6.5% | +2.8% |
| 30D | -13.1% | -24.8% | +11.7% | -10.6% |
| 3M | -15.6% | -59.1% | +43.5% | -8.6% |
| 6M | +24.6% | -42.0% | +66.5% | +28.3% |
| YTD | +39.6% | -49.8% | +89.4% | +43.6% |
| 1Y | +48.6% | +43.1% | +5.5% | +37.4% |
| 3Y | +197.3% | -61.0% | +258.2% | +206.8% |
| All | +197.3% | -62.9% | +260.1% | +206.8% |
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