-21.8%
PATH vs FLNC
-72.6%
+50.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.4% | -3.5% | -0.6% |
| 7D | -5.3% | -7.9% | +2.6% | -4.4% |
| 30D | -0.5% | -31.3% | +30.8% | +4.4% |
| 3M | -7.1% | -60.1% | +53.0% | +4.5% |
| 6M | +23.8% | -61.1% | +84.9% | +33.9% |
| YTD | -20.7% | -73.4% | +52.7% | -12.5% |
| 1Y | -8.1% | -73.4% | +65.3% | +0.7% |
| 3Y | -21.8% | -71.9% | +50.1% | -27.8% |
| All | -21.8% | -72.6% | +50.8% | -27.8% |
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