+81.8%
V vs FLNC
-69.8%
+151.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.3% | +8.0% | 0.0% |
| 7D | -2.9% | -4.2% | +1.3% | -2.8% |
| 30D | +1.9% | -20.0% | +21.9% | +2.6% |
| 3M | +13.2% | -56.9% | +70.1% | +16.4% |
| 6M | +16.7% | -35.5% | +52.3% | +16.4% |
| YTD | +5.4% | -48.8% | +54.2% | +5.4% |
| 1Y | +7.7% | +49.3% | -41.6% | -0.4% |
| 3Y | +52.0% | -61.8% | +113.8% | +45.5% |
| All | +81.8% | -69.8% | +151.6% | +60.0% |
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