+147.7%
P vs FLNC
-62.1%
+209.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -8.3% | +4.3% | -2.5% |
| 7D | +5.0% | -4.2% | +9.2% | +5.7% |
| 30D | -0.9% | -20.0% | +19.1% | +3.0% |
| 3M | +38.7% | -56.9% | +95.5% | +59.6% |
| 6M | +54.4% | -35.5% | +89.9% | +60.1% |
| YTD | +44.8% | -48.8% | +93.7% | +53.1% |
| 1Y | +22.5% | +49.3% | -26.7% | +4.3% |
| All | +147.7% | -62.1% | +209.9% | +126.1% |
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 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