+75.8%
LIN vs FLNC
-85.9%
+161.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.8% | +6.0% | -0.5% |
| 7D | +0.2% | -7.1% | +7.3% | +0.5% |
| 30D | +6.2% | -30.2% | +36.3% | +7.4% |
| 3M | +9.3% | -64.1% | +73.5% | +13.4% |
| 6M | +4.4% | -77.7% | +82.1% | +9.4% |
| YTD | +23.7% | -76.1% | +99.8% | +27.6% |
| 1Y | +23.5% | -75.4% | +98.8% | +26.5% |
| 3Y | +35.8% | -72.4% | +108.2% | +28.3% |
| 5Y | +65.9% | -87.4% | +153.3% | +54.9% |
| All | +75.8% | -85.9% | +161.7% | +63.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling