+57.3%
LLY vs FLNC
-69.0%
+126.3%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +10.2% | -9.6% | +0.9% |
| 7D | +10.1% | -2.1% | +12.2% | +10.0% |
| 30D | +24.0% | -20.8% | +44.8% | +23.4% |
| 3M | +27.3% | -61.3% | +88.6% | +24.9% |
| 6M | +47.0% | -50.9% | +97.8% | +43.8% |
| YTD | +32.6% | -69.4% | +101.9% | +32.7% |
| 1Y | +57.3% | -68.4% | +125.8% | +57.9% |
| All | +57.3% | -69.0% | +126.3% | +57.9% |
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