-40.8%
SOFI vs FLNC
-69.0%
+28.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +10.2% | -6.5% | +1.9% |
| 7D | +1.4% | -2.1% | +3.5% | +1.6% |
| 30D | +9.2% | -20.8% | +30.0% | +13.0% |
| 3M | -7.1% | -61.3% | +54.3% | +6.8% |
| 6M | +7.3% | -50.9% | +58.1% | +12.1% |
| YTD | -33.6% | -69.4% | +35.7% | -26.9% |
| 1Y | -40.8% | -68.4% | +27.6% | -38.6% |
| All | -40.8% | -69.0% | +28.1% | -38.6% |
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