+181.6%
SE vs FLNC
-63.7%
+245.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | -0.8% |
| 7D | -4.8% | -5.0% | +0.2% | -4.6% |
| 30D | -18.1% | -26.1% | +8.0% | -17.2% |
| 3M | +30.6% | -55.2% | +85.8% | +34.1% |
| 6M | +20.8% | -42.6% | +63.4% | +21.8% |
| YTD | -15.6% | -51.0% | +35.4% | -15.1% |
| 1Y | -44.2% | +43.3% | -87.6% | -46.7% |
| All | +181.6% | -63.7% | +245.4% | +227.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling