+37.1%
QLD vs FLNC
+41.0%
-3.9%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.2% | +2.1% | -1.5% |
| 7D | -2.6% | -5.0% | +2.4% | -2.0% |
| 30D | -3.3% | -26.1% | +22.8% | +1.0% |
| 3M | +1.8% | -55.2% | +57.0% | +13.3% |
| 6M | +29.7% | -42.6% | +72.3% | +37.5% |
| YTD | +25.1% | -51.0% | +76.1% | +32.9% |
| 1Y | +37.1% | +43.3% | -6.2% | +31.8% |
| All | +37.1% | +41.0% | -3.9% | +31.8% |
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