+150.2%
TRV vs FLNC
-71.1%
+221.2%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.2% | +4.8% | +0.5% |
| 7D | -1.5% | -5.0% | +3.5% | -1.5% |
| 30D | -1.8% | -26.1% | +24.3% | -2.0% |
| 3M | +21.6% | -55.2% | +76.8% | +21.1% |
| 6M | +22.5% | -42.6% | +65.1% | +22.0% |
| YTD | +28.1% | -51.0% | +79.2% | +27.6% |
| 1Y | +37.0% | +43.3% | -6.3% | +35.1% |
| 3Y | +141.9% | -63.4% | +205.3% | +139.4% |
| All | +150.2% | -71.1% | +221.2% | +155.5% |
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