+282.7%
FLEX vs AMC
-59.1%
+341.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.7% | -1.3% | -3.8% |
| 7D | +7.5% | +3.5% | +3.9% | +7.2% |
| 30D | -25.3% | +12.5% | -37.7% | -25.7% |
| 3M | -39.7% | +23.6% | -63.3% | -40.5% |
| 6M | -47.9% | +144.4% | -192.2% | -51.9% |
| YTD | +24.1% | +108.3% | -84.2% | +15.2% |
| 1Y | +26.0% | +38.9% | -12.9% | +20.3% |
| 3Y | +282.7% | -58.9% | +341.5% | +278.8% |
| All | +282.7% | -59.1% | +341.8% | +278.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling