+177.6%
QLD vs FLNC
-58.7%
+236.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.7% | -6.8% | -1.2% |
| 7D | +3.0% | +6.0% | -3.0% | +2.0% |
| 30D | -1.8% | -16.3% | +14.5% | +0.7% |
| 3M | -1.8% | -54.1% | +52.3% | +9.5% |
| 6M | +36.9% | -25.3% | +62.2% | +38.1% |
| YTD | +28.7% | -44.2% | +72.9% | +32.8% |
| 1Y | +41.9% | +53.1% | -11.2% | +21.3% |
| All | +177.6% | -58.7% | +236.3% | +157.6% |
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