-6.1%
PATH vs FLNC
-62.3%
+56.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.5% | -18.1% | -16.9% |
| 7D | -16.3% | -4.9% | -11.4% | -15.7% |
| 30D | +9.9% | -27.3% | +37.2% | +15.1% |
| 3M | +30.2% | -61.9% | +92.0% | +48.5% |
| 6M | +37.2% | -34.5% | +71.7% | +38.3% |
| YTD | -7.3% | -47.7% | +40.4% | -6.1% |
| 1Y | +40.0% | +53.3% | -13.3% | +12.5% |
| All | -6.1% | -62.3% | +56.2% | -9.7% |
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