+92.5%
LLY vs FLNC
-63.7%
+156.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.1% | 0.0% |
| 7D | -3.2% | -5.0% | +1.8% | -3.1% |
| 30D | -7.4% | -26.1% | +18.6% | -7.1% |
| 3M | -1.0% | -55.2% | +54.1% | +0.2% |
| 6M | +12.5% | -42.6% | +55.1% | +12.4% |
| YTD | +5.0% | -51.0% | +56.0% | +5.1% |
| 1Y | +49.8% | +43.3% | +6.4% | +42.8% |
| All | +92.5% | -63.7% | +156.2% | +91.7% |
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