+229.2%
TER vs FLNC
+46.9%
+182.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.5% | +0.1% | +2.0% |
| 7D | +6.4% | -4.1% | +10.4% | +7.2% |
| 30D | -5.7% | -24.8% | +19.1% | +0.2% |
| 3M | -0.4% | -59.1% | +58.7% | +18.8% |
| 6M | +25.8% | -42.0% | +67.8% | +37.3% |
| YTD | +96.4% | -49.8% | +146.2% | +112.1% |
| 1Y | +229.2% | +43.1% | +186.1% | +176.8% |
| All | +229.2% | +46.9% | +182.3% | +176.8% |
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 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