+1,870.5%
LITE vs FLNC
-59.3%
+1,929.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +6.7% | +4.4% | +9.6% |
| 7D | +12.6% | +6.0% | +6.7% | +11.4% |
| 30D | +9.9% | -16.3% | +26.3% | +14.1% |
| 3M | +9.3% | -54.1% | +63.4% | +26.9% |
| 6M | +75.2% | -25.3% | +100.5% | +81.1% |
| YTD | +165.5% | -44.2% | +209.7% | +176.7% |
| 1Y | +555.0% | +53.1% | +501.9% | +447.4% |
| 3Y | +1,870.5% | -58.3% | +1,928.8% | +1,600.6% |
| All | +1,870.5% | -59.3% | +1,929.7% | +1,600.6% |
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