+99.6%
PSX vs FLNC
+53.3%
+46.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | +0.2% |
| 7D | +4.5% | -4.9% | +9.4% | +4.5% |
| 30D | +26.6% | -27.3% | +53.9% | +26.6% |
| 3M | +39.3% | -61.9% | +101.1% | +39.7% |
| 6M | +56.8% | -34.5% | +91.3% | +56.6% |
| YTD | +101.8% | -47.7% | +149.5% | +100.7% |
| 1Y | +99.6% | +53.3% | +46.3% | +98.8% |
| All | +99.6% | +53.3% | +46.3% | +98.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling