+53.3%
FLNC vs AEIS
+93.3%
-40.0%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.4% | -0.9% | -0.4% |
| 7D | -4.9% | +3.0% | -7.8% | -7.1% |
| 30D | -27.3% | -14.6% | -12.6% | -18.7% |
| 3M | -61.9% | -12.4% | -49.4% | -58.3% |
| 6M | -34.5% | -15.0% | -19.5% | -30.6% |
| YTD | -47.7% | +34.3% | -82.0% | -69.6% |
| 1Y | +53.3% | +87.4% | -34.0% | -37.5% |
| All | +53.3% | +93.3% | -40.0% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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