+41.5%
NU vs FLNC
-67.2%
+108.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.5% | -5.1% | -3.1% |
| 7D | -4.9% | -4.1% | -0.8% | -4.3% |
| 30D | +7.8% | -24.8% | +32.6% | +13.1% |
| 3M | +20.9% | -59.1% | +80.0% | +39.5% |
| 6M | +0.9% | -42.0% | +42.9% | +2.8% |
| YTD | -12.7% | -49.8% | +37.1% | -11.2% |
| 1Y | -6.4% | +43.1% | -49.5% | -30.0% |
| 3Y | +98.1% | -61.0% | +159.1% | +69.7% |
| All | +41.5% | -67.2% | +108.8% | +8.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling