+270.3%
P vs FLNC
-69.1%
+339.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | -0.1% | +1.1% |
| 7D | +6.5% | -4.9% | +11.4% | +7.4% |
| 30D | +18.8% | -27.3% | +46.1% | +25.5% |
| 3M | +26.7% | -61.9% | +88.6% | +49.2% |
| 6M | +62.2% | -34.5% | +96.7% | +67.2% |
| YTD | +48.5% | -47.7% | +96.2% | +56.0% |
| 1Y | +26.4% | +53.3% | -26.9% | +5.9% |
| 3Y | +159.4% | -62.4% | +221.8% | +142.2% |
| All | +270.3% | -69.1% | +339.4% | +215.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling