+60.7%
AME vs FLNC
-62.9%
+123.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.5% | +0.8% | +3.2% |
| 7D | +1.7% | -4.1% | +5.8% | +1.9% |
| 30D | -6.4% | -24.8% | +18.3% | -5.4% |
| 3M | +7.1% | -59.1% | +66.2% | +10.7% |
| 6M | +8.2% | -42.0% | +50.1% | +9.3% |
| YTD | +18.2% | -49.8% | +68.0% | +19.3% |
| 1Y | +26.7% | +43.1% | -16.3% | +19.8% |
| 3Y | +60.7% | -61.0% | +121.6% | +53.4% |
| All | +60.7% | -62.9% | +123.5% | +53.4% |
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