+81.8%
V vs FLNC
-71.1%
+152.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.2% | +4.2% | +0.1% |
| 7D | -3.0% | -5.0% | +2.0% | -2.9% |
| 30D | +1.2% | -26.1% | +27.3% | +2.2% |
| 3M | +13.9% | -55.2% | +69.1% | +16.9% |
| 6M | +17.2% | -42.6% | +59.8% | +17.5% |
| YTD | +5.3% | -51.0% | +56.3% | +5.5% |
| 1Y | +9.5% | +43.3% | -33.9% | +1.4% |
| 3Y | +51.9% | -63.4% | +115.3% | +45.6% |
| All | +81.8% | -71.1% | +152.8% | +60.1% |
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