+47.2%
RSP vs FLNC
-70.4%
+117.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | +0.6% |
| 7D | -1.9% | -4.1% | +2.2% | -1.7% |
| 30D | -2.8% | -24.8% | +22.0% | -1.1% |
| 3M | +2.8% | -59.1% | +61.9% | +8.4% |
| 6M | +10.2% | -42.0% | +52.2% | +11.3% |
| YTD | +13.1% | -49.8% | +62.9% | +14.1% |
| 1Y | +14.8% | +43.1% | -28.3% | +3.7% |
| 3Y | +52.6% | -61.0% | +113.6% | +43.9% |
| All | +47.2% | -70.4% | +117.6% | +33.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling