+146.6%
RTX vs FLNC
-69.8%
+216.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -8.3% | +7.7% | -0.4% |
| 7D | -1.6% | -4.2% | +2.6% | -1.5% |
| 30D | -11.6% | -20.0% | +8.4% | -11.0% |
| 3M | +9.2% | -56.9% | +66.0% | +11.6% |
| 6M | -4.4% | -35.5% | +31.1% | -4.6% |
| YTD | +8.9% | -48.8% | +57.7% | +9.1% |
| 1Y | +32.1% | +49.3% | -17.1% | +25.0% |
| 3Y | +151.2% | -61.8% | +213.0% | +144.3% |
| All | +146.6% | -69.8% | +216.4% | +136.1% |
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