+1,338.5%
MU vs FLNC
-71.1%
+1,409.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.2% | -0.7% | -4.0% |
| 7D | +2.0% | -5.0% | +7.0% | +2.9% |
| 30D | +12.5% | -26.1% | +38.6% | +19.7% |
| 3M | +9.6% | -55.2% | +64.8% | +29.8% |
| 6M | +142.6% | -42.6% | +185.2% | +164.3% |
| YTD | +242.7% | -51.0% | +293.7% | +276.0% |
| 1Y | +599.3% | +43.3% | +555.9% | +506.1% |
| 3Y | +1,308.3% | -63.4% | +1,371.7% | +1,260.2% |
| All | +1,338.5% | -71.1% | +1,409.6% | +1,249.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling