+25.0%
FLEX vs AMC
+38.0%
-13.1%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +7.3% | -19.6% | -12.7% |
| 7D | -17.0% | +17.7% | -34.7% | -17.8% |
| 30D | -33.8% | +26.2% | -60.0% | -34.6% |
| 3M | -39.0% | +31.3% | -70.4% | -39.9% |
| 6M | -15.9% | +142.8% | -158.7% | -24.8% |
| YTD | +27.8% | +125.6% | -97.8% | +13.2% |
| 1Y | +25.0% | +40.2% | -15.3% | +31.3% |
| All | +25.0% | +38.0% | -13.1% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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