+17.5%
P vs FLNC
-69.0%
+86.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +10.2% | -15.2% | -7.2% |
| 7D | -19.4% | -2.1% | -17.3% | -19.1% |
| 30D | -22.3% | -20.8% | -1.5% | -18.7% |
| 3M | +33.2% | -61.3% | +94.5% | +60.5% |
| 6M | +53.6% | -50.9% | +104.5% | +69.5% |
| YTD | +66.8% | -69.4% | +136.2% | +92.2% |
| 1Y | +17.5% | -68.4% | +85.9% | +30.6% |
| All | +17.5% | -69.0% | +86.5% | +30.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling