+254.6%
ROIV vs FLNC
-62.9%
+317.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | -0.5% |
| 7D | +16.9% | -4.1% | +20.9% | +17.2% |
| 30D | +12.9% | -24.8% | +37.7% | +15.2% |
| 3M | +37.3% | -59.1% | +96.4% | +45.2% |
| 6M | +38.0% | -42.0% | +80.0% | +39.3% |
| YTD | +88.1% | -49.8% | +137.9% | +89.8% |
| 1Y | +183.3% | +43.1% | +140.2% | +152.3% |
| 3Y | +254.6% | -61.0% | +315.6% | +206.5% |
| All | +254.6% | -62.9% | +317.5% | +206.5% |
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