+322.2%
SIMO vs FLNC
-71.1%
+393.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.2% | -0.2% | -4.0% |
| 7D | +12.5% | -5.0% | +17.5% | +13.2% |
| 30D | +18.4% | -26.1% | +44.5% | +22.5% |
| 3M | +5.6% | -55.2% | +60.8% | +15.1% |
| 6M | +116.9% | -42.6% | +159.5% | +125.8% |
| YTD | +188.4% | -51.0% | +239.4% | +199.6% |
| 1Y | +221.3% | +43.3% | +177.9% | +193.4% |
| 3Y | +438.6% | -63.4% | +502.0% | +416.0% |
| All | +322.2% | -71.1% | +393.3% | +325.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling