-69.2%
SE vs FLNC
-69.8%
+0.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -8.3% | +4.3% | -2.8% |
| 7D | -3.6% | -4.2% | +0.5% | -3.0% |
| 30D | -5.3% | -20.0% | +14.7% | -2.0% |
| 3M | +28.1% | -56.9% | +85.0% | +43.7% |
| 6M | +20.7% | -35.5% | +56.2% | +20.8% |
| YTD | -14.8% | -48.8% | +34.1% | -14.1% |
| 1Y | -43.6% | +49.3% | -92.8% | -57.0% |
| 3Y | +184.2% | -61.8% | +246.0% | +142.4% |
| All | -69.2% | -69.8% | +0.6% | -81.3% |
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