-27.6%
AMT vs FLNC
-70.4%
+42.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.5% | +0.3% | +2.7% |
| 7D | +1.1% | -4.1% | +5.2% | +1.3% |
| 30D | +4.4% | -24.8% | +29.1% | +5.6% |
| 3M | -5.2% | -59.1% | +53.9% | -1.7% |
| 6M | -0.8% | -42.0% | +41.1% | -0.5% |
| YTD | +3.3% | -49.8% | +53.1% | +3.7% |
| 1Y | -6.0% | +43.1% | -49.1% | -13.6% |
| 3Y | +9.6% | -61.0% | +70.5% | +6.1% |
| All | -27.6% | -70.4% | +42.7% | -31.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling