+200.5%
P vs FLNC
-72.5%
+272.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.8% | -1.7% |
| 7D | +11.6% | -11.2% | +22.8% | +14.0% |
| 30D | -23.7% | -24.6% | +1.0% | -19.5% |
| 3M | -8.0% | -64.6% | +56.6% | +10.2% |
| 6M | +27.9% | -78.8% | +106.7% | +64.0% |
| YTD | +61.2% | -76.3% | +137.5% | +95.0% |
| 1Y | +28.6% | -71.2% | +99.8% | +50.1% |
| 3Y | +200.5% | -71.9% | +272.4% | +179.3% |
| All | +200.5% | -72.5% | +272.9% | +179.3% |
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