+329.5%
SMH vs FLNC
-70.4%
+399.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.5% | -1.0% | +1.1% |
| 7D | +0.3% | -4.1% | +4.3% | +0.9% |
| 30D | -2.8% | -24.8% | +22.0% | +1.7% |
| 3M | -6.7% | -59.1% | +52.4% | +7.1% |
| 6M | +41.8% | -42.0% | +83.7% | +48.4% |
| YTD | +57.9% | -49.8% | +107.7% | +65.3% |
| 1Y | +87.6% | +43.1% | +44.6% | +58.1% |
| 3Y | +282.9% | -61.0% | +343.9% | +253.0% |
| All | +329.5% | -70.4% | +399.8% | +260.8% |
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