+52.3%
ROST vs FLNC
+53.3%
-1.0%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.4% |
| 7D | +0.9% | -4.9% | +5.8% | +1.0% |
| 30D | -8.9% | -27.3% | +18.4% | -8.8% |
| 3M | -0.8% | -61.9% | +61.1% | -0.4% |
| 6M | +8.5% | -34.5% | +43.0% | +8.1% |
| YTD | +28.6% | -47.7% | +76.3% | +28.2% |
| 1Y | +52.3% | +53.3% | -1.0% | +49.0% |
| All | +52.3% | +53.3% | -1.0% | +49.0% |
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