+250.2%
P vs FLNC
-71.1%
+321.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.2% | +1.2% | -2.3% |
| 7D | -4.1% | -5.0% | +0.9% | -3.3% |
| 30D | -14.0% | -26.1% | +12.1% | -9.3% |
| 3M | +41.4% | -55.2% | +96.6% | +61.9% |
| 6M | +54.2% | -42.6% | +96.8% | +62.9% |
| YTD | +40.4% | -51.0% | +91.4% | +49.3% |
| 1Y | +16.0% | +43.3% | -27.4% | -1.5% |
| 3Y | +140.7% | -63.4% | +204.1% | +125.8% |
| All | +250.2% | -71.1% | +321.3% | +202.2% |
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