-15.7%
RMD vs FLNC
+53.3%
-69.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.8% | -0.3% |
| 7D | -5.0% | -4.9% | -0.1% | -5.1% |
| 30D | +2.2% | -27.3% | +29.5% | +1.7% |
| 3M | +17.8% | -61.9% | +79.7% | +16.5% |
| 6M | -11.3% | -34.5% | +23.2% | -11.9% |
| YTD | -4.4% | -47.7% | +43.3% | -5.7% |
| 1Y | -15.7% | +53.3% | -69.1% | -14.7% |
| All | -15.7% | +53.3% | -69.1% | -14.7% |
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