+71.5%
PL vs FLNC
-69.8%
+141.3%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -8.3% | +5.0% | -1.2% |
| 7D | -13.9% | -4.2% | -9.7% | -13.0% |
| 30D | -25.5% | -20.0% | -5.5% | -21.2% |
| 3M | -44.8% | -56.9% | +12.1% | -32.4% |
| 6M | -33.3% | -35.5% | +2.2% | -31.7% |
| YTD | -12.7% | -48.8% | +36.2% | -7.8% |
| 1Y | +90.9% | +49.3% | +41.6% | +41.5% |
| 3Y | +528.5% | -61.8% | +590.2% | +481.9% |
| All | +71.5% | -69.8% | +141.3% | +67.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling