+77.2%
LIN vs FLNC
-84.8%
+162.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.5% | -2.5% | +0.8% |
| 7D | +0.3% | -16.2% | +16.5% | +1.0% |
| 30D | +8.0% | -28.1% | +36.2% | +9.2% |
| 3M | +7.7% | -61.3% | +68.9% | +11.4% |
| 6M | +5.1% | -79.9% | +84.9% | +10.6% |
| YTD | +24.7% | -74.3% | +99.0% | +28.2% |
| 1Y | +25.1% | -75.5% | +100.6% | +28.4% |
| 3Y | +36.8% | -70.4% | +107.2% | +29.0% |
| 5Y | +67.9% | -86.4% | +154.2% | +56.2% |
| All | +77.2% | -84.8% | +162.0% | +64.1% |
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