+360.5%
SOXX vs FLNC
-69.0%
+429.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +10.2% | -13.3% | -3.7% |
| 7D | +158.9% | -2.1% | +161.0% | +160.9% |
| 30D | +129.2% | -20.8% | +150.0% | +139.3% |
| 3M | +149.7% | -61.3% | +211.0% | +193.4% |
| 6M | +193.4% | -50.9% | +244.3% | +231.0% |
| YTD | +351.0% | -69.4% | +420.4% | +423.8% |
| 1Y | +360.5% | -68.4% | +428.9% | +426.2% |
| All | +360.5% | -69.0% | +429.5% | +426.2% |
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