+169.1%
NTAP vs FLNC
-62.9%
+231.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +2.5% | +6.1% | +8.3% |
| 7D | +7.4% | -4.1% | +11.4% | +7.8% |
| 30D | -1.4% | -24.8% | +23.4% | +1.2% |
| 3M | +24.6% | -59.1% | +83.7% | +34.4% |
| 6M | +105.9% | -42.0% | +147.9% | +109.5% |
| YTD | +88.5% | -49.8% | +138.3% | +91.2% |
| 1Y | +62.1% | +43.1% | +19.0% | +40.4% |
| 3Y | +169.1% | -61.0% | +230.0% | +136.8% |
| All | +169.1% | -62.9% | +231.9% | +136.8% |
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