+336.8%
ROIV vs FLNC
-72.5%
+409.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.1% |
| 7D | +1.7% | -11.2% | +12.9% | +2.6% |
| 30D | +17.6% | -24.6% | +42.2% | +20.0% |
| 3M | +9.0% | -64.6% | +73.6% | +17.2% |
| 6M | +35.3% | -78.8% | +114.1% | +48.6% |
| YTD | +82.2% | -76.3% | +158.5% | +93.7% |
| 1Y | +92.3% | -71.2% | +163.5% | +99.4% |
| 3Y | +336.8% | -71.9% | +408.7% | +323.3% |
| All | +336.8% | -72.5% | +409.3% | +323.3% |
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