+167.1%
NXT vs FLNC
-60.9%
+228.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.2% | +3.0% | -0.1% |
| 7D | -2.6% | -5.0% | +2.4% | -1.3% |
| 30D | -22.4% | -26.1% | +3.7% | -16.0% |
| 3M | -27.3% | -55.2% | +27.8% | -11.0% |
| 6M | -28.5% | -42.6% | +14.1% | -24.8% |
| YTD | -6.6% | -51.0% | +44.4% | -0.9% |
| 1Y | +20.4% | +43.3% | -23.0% | -13.8% |
| 3Y | +90.9% | -63.4% | +154.3% | +81.0% |
| All | +167.1% | -60.9% | +228.0% | +132.0% |
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