+27.4%
O vs FLNC
-62.9%
+90.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.1% |
| 7D | -2.9% | -4.1% | +1.2% | -2.9% |
| 30D | -4.5% | -24.8% | +20.3% | -4.6% |
| 3M | -2.6% | -59.1% | +56.5% | -2.7% |
| 6M | -5.6% | -42.0% | +36.3% | -6.0% |
| YTD | +9.3% | -49.8% | +59.1% | +8.6% |
| 1Y | +4.3% | +43.1% | -38.8% | +0.5% |
| 3Y | +27.4% | -61.0% | +88.4% | +26.8% |
| All | +27.4% | -62.9% | +90.3% | +26.8% |
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