+425.3%
ROIV vs FLNC
-69.8%
+495.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -8.3% | +9.1% | +1.7% |
| 7D | +22.3% | -4.2% | +26.5% | +22.9% |
| 30D | +16.9% | -20.0% | +36.9% | +19.7% |
| 3M | +43.9% | -56.9% | +100.8% | +56.5% |
| 6M | +41.6% | -35.5% | +77.1% | +41.6% |
| YTD | +92.7% | -48.8% | +141.5% | +94.8% |
| 1Y | +210.2% | +49.3% | +160.9% | +158.8% |
| 3Y | +231.8% | -61.8% | +293.6% | +205.7% |
| All | +425.3% | -69.8% | +495.0% | +353.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling