+338.7%
AEM vs FLNC
-62.9%
+401.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.5% | -0.6% | +1.7% |
| 7D | -2.1% | -4.1% | +1.9% | -1.9% |
| 30D | +8.4% | -24.8% | +33.2% | +10.4% |
| 3M | +27.3% | -59.1% | +86.4% | +34.3% |
| 6M | -9.7% | -42.0% | +32.3% | -8.0% |
| YTD | +19.0% | -49.8% | +68.8% | +21.6% |
| 1Y | +31.5% | +43.1% | -11.6% | +27.2% |
| 3Y | +338.7% | -61.0% | +399.7% | +340.3% |
| All | +338.7% | -62.9% | +401.6% | +340.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling