+23.2%
SYY vs FLNC
-70.4%
+93.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.5% | -1.4% | +1.0% |
| 7D | +3.9% | -4.1% | +8.0% | +4.0% |
| 30D | -1.7% | -24.8% | +23.0% | -1.0% |
| 3M | +5.2% | -59.1% | +64.3% | +7.5% |
| 6M | -0.2% | -42.0% | +41.8% | -0.3% |
| YTD | +15.4% | -49.8% | +65.2% | +15.3% |
| 1Y | +5.6% | +43.1% | -37.5% | -0.4% |
| 3Y | +28.9% | -61.0% | +89.8% | +24.7% |
| All | +23.2% | -70.4% | +93.6% | +20.1% |
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