+89.0%
AME vs FLNC
-70.4%
+159.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.5% | +0.8% | +3.1% |
| 7D | +1.7% | -4.1% | +5.8% | +2.0% |
| 30D | -6.4% | -24.8% | +18.3% | -4.9% |
| 3M | +7.1% | -59.1% | +66.2% | +12.3% |
| 6M | +8.2% | -42.0% | +50.1% | +9.4% |
| YTD | +18.2% | -49.8% | +68.0% | +19.4% |
| 1Y | +26.7% | +43.1% | -16.3% | +16.9% |
| 3Y | +60.7% | -61.0% | +121.6% | +53.1% |
| All | +89.0% | -70.4% | +159.4% | +73.8% |
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