-48.8%
SE vs FLNC
-69.0%
+20.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +10.2% | -5.7% | +3.8% |
| 7D | +6.7% | -2.1% | +8.8% | +6.7% |
| 30D | -17.2% | -20.8% | +3.6% | -16.3% |
| 3M | -28.0% | -61.3% | +33.3% | -24.7% |
| 6M | -6.1% | -50.9% | +44.7% | -5.0% |
| YTD | -37.1% | -69.4% | +32.2% | -37.8% |
| 1Y | -48.8% | -68.4% | +19.6% | -50.4% |
| All | -48.8% | -69.0% | +20.2% | -50.4% |
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