+338.8%
ROIV vs FLNC
-69.1%
+407.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +1.3% |
| 7D | +0.6% | -4.9% | +5.5% | +1.2% |
| 30D | +1.0% | -27.3% | +28.2% | +4.4% |
| 3M | +18.3% | -61.9% | +80.2% | +30.2% |
| 6M | +18.3% | -34.5% | +52.8% | +18.1% |
| YTD | +61.0% | -47.7% | +108.6% | +62.2% |
| 1Y | +177.9% | +53.3% | +124.6% | +130.7% |
| 3Y | +199.1% | -62.4% | +261.5% | +176.7% |
| All | +338.8% | -69.1% | +407.9% | +277.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling