+21.9%
SYY vs FLNC
-71.1%
+93.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.2% | +5.2% | +1.0% |
| 7D | +1.5% | -5.0% | +6.5% | +1.6% |
| 30D | -2.3% | -26.1% | +23.8% | -1.6% |
| 3M | +5.5% | -55.2% | +60.7% | +7.5% |
| 6M | -1.0% | -42.6% | +41.6% | -1.1% |
| YTD | +14.1% | -51.0% | +65.1% | +14.1% |
| 1Y | +5.6% | +43.3% | -37.8% | -0.5% |
| 3Y | +27.9% | -63.4% | +91.3% | +24.2% |
| All | +21.9% | -71.1% | +93.0% | +18.9% |
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