+550.0%
PL vs FLNC
-59.3%
+609.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.7% | -8.4% | -3.2% |
| 7D | -7.5% | +6.0% | -13.5% | -8.7% |
| 30D | -25.6% | -16.3% | -9.2% | -22.7% |
| 3M | -45.6% | -54.1% | +8.5% | -36.3% |
| 6M | -29.5% | -25.3% | -4.2% | -29.6% |
| YTD | -9.7% | -44.2% | +34.5% | -5.7% |
| 1Y | +84.4% | +53.1% | +31.2% | +45.5% |
| 3Y | +550.0% | -58.3% | +608.3% | +515.0% |
| All | +550.0% | -59.3% | +609.3% | +515.0% |
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