-88.5%
OPEN vs FLNC
-71.1%
-17.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.2% | -2.4% | -4.9% |
| 7D | -10.5% | -5.0% | -5.5% | -8.9% |
| 30D | -21.8% | -26.1% | +4.3% | -11.6% |
| 3M | -37.5% | -55.2% | +17.7% | -15.3% |
| 6M | -44.1% | -42.6% | -1.5% | -41.4% |
| YTD | -52.0% | -51.0% | -1.0% | -49.5% |
| 1Y | -52.2% | +43.3% | -95.6% | -74.5% |
| 3Y | -25.9% | -63.4% | +37.5% | -38.0% |
| All | -88.5% | -71.1% | -17.4% | -90.7% |
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