+28.4%
FLEX vs AMC
+39.6%
-11.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.2% | +4.9% | +3.9% |
| 7D | +2.2% | -2.8% | +5.1% | +2.4% |
| 30D | -32.6% | +14.0% | -46.6% | -33.1% |
| 3M | -35.5% | +42.5% | -78.0% | -36.6% |
| 6M | -45.6% | +142.6% | -188.1% | -51.9% |
| YTD | +30.7% | +119.2% | -88.5% | +16.2% |
| 1Y | +28.4% | +40.7% | -12.4% | +40.7% |
| All | +28.4% | +39.6% | -11.2% | +40.7% |
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