+43.4%
XLK vs FLNC
+53.3%
-10.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.6% |
| 7D | +0.9% | -4.9% | +5.7% | +1.4% |
| 30D | +0.7% | -27.3% | +28.0% | +3.9% |
| 3M | -2.9% | -61.9% | +58.9% | +5.5% |
| 6M | +34.3% | -34.5% | +68.7% | +37.8% |
| YTD | +30.4% | -47.7% | +78.1% | +34.9% |
| 1Y | +43.4% | +53.3% | -10.0% | +40.7% |
| All | +43.4% | +53.3% | -10.0% | +40.7% |
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