+551.8%
LITE vs FLNC
+40.4%
+511.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -8.3% | +9.4% | +2.9% |
| 7D | +13.6% | -4.2% | +17.8% | +14.6% |
| 30D | +21.6% | -20.0% | +41.6% | +27.4% |
| 3M | +20.3% | -56.9% | +77.2% | +40.4% |
| 6M | +54.4% | -35.5% | +89.9% | +69.0% |
| YTD | +168.3% | -48.8% | +217.2% | +183.6% |
| 1Y | +551.8% | +49.3% | +502.5% | +531.2% |
| All | +551.8% | +40.4% | +511.4% | +531.2% |
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 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