+565.2%
FLEX vs AMC
-98.7%
+663.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.9% | +2.6% | +4.5% |
| 7D | -19.3% | +2.6% | -21.9% | -19.4% |
| 30D | -41.5% | +9.0% | -50.6% | -41.7% |
| 3M | -43.1% | +22.2% | -65.3% | -43.5% |
| 6M | -48.2% | +91.5% | -139.7% | -49.7% |
| YTD | +15.5% | +101.3% | -85.8% | +11.8% |
| 1Y | +10.2% | +20.8% | -10.6% | +8.4% |
| 3Y | +256.8% | -71.3% | +328.1% | +259.3% |
| 5Y | +408.2% | -99.2% | +507.4% | +441.7% |
| All | +565.2% | -98.7% | +663.9% | +508.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling