+7.0%
SHW vs FLNC
-69.0%
+75.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +10.2% | -3.5% | +6.6% |
| 7D | +13.3% | -2.1% | +15.4% | +13.3% |
| 30D | +14.1% | -20.8% | +34.9% | +14.3% |
| 3M | +0.8% | -61.3% | +62.1% | +1.2% |
| 6M | +17.6% | -50.9% | +68.5% | +15.9% |
| YTD | +13.0% | -69.4% | +82.3% | +13.1% |
| 1Y | +7.0% | -68.4% | +75.4% | +7.0% |
| All | +7.0% | -69.0% | +75.9% | +7.0% |
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