+111.8%
PAAS vs FLNC
-71.1%
+182.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.2% | 0.0% | -3.8% |
| 7D | -3.7% | -5.0% | +1.3% | -3.3% |
| 30D | -1.9% | -26.1% | +24.2% | +1.3% |
| 3M | +15.1% | -55.2% | +70.2% | +24.5% |
| 6M | -17.1% | -42.6% | +25.5% | -14.9% |
| YTD | -1.3% | -51.0% | +49.7% | +2.0% |
| 1Y | +41.1% | +43.3% | -2.3% | +28.5% |
| 3Y | +244.2% | -63.4% | +307.6% | +238.2% |
| All | +111.8% | -71.1% | +182.9% | +102.9% |
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 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