+51.8%
ROKU vs FLNC
-74.3%
+126.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -15.9% | +14.4% | -0.4% |
| 7D | +2.6% | -16.3% | +18.9% | +3.7% |
| 30D | +5.5% | -36.6% | +42.0% | +8.4% |
| 3M | +9.1% | -64.2% | +73.3% | +16.5% |
| 6M | +28.9% | -59.9% | +88.8% | +30.6% |
| YTD | +47.8% | -74.2% | +122.1% | +57.0% |
| 1Y | +51.8% | -75.4% | +127.2% | +59.0% |
| All | +51.8% | -74.3% | +126.0% | +59.0% |
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