+39.4%
PPL vs FLNC
-70.4%
+109.8%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -0.4% |
| 7D | -2.1% | -4.1% | +1.9% | -2.1% |
| 30D | -3.1% | -24.8% | +21.7% | -2.8% |
| 3M | -3.1% | -59.1% | +56.0% | -2.1% |
| 6M | -8.0% | -42.0% | +34.0% | -8.1% |
| YTD | -0.3% | -49.8% | +49.5% | -0.5% |
| 1Y | -2.2% | +43.1% | -45.3% | -5.9% |
| 3Y | +50.4% | -61.0% | +111.3% | +48.1% |
| All | +39.4% | -70.4% | +109.8% | +32.3% |
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