-61.0%
FLNC vs AEIS
+173.7%
-234.6%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.9% | -2.5% | -1.4% |
| 7D | -4.1% | +2.3% | -6.3% | -5.6% |
| 30D | -24.8% | -14.8% | -10.0% | -15.6% |
| 3M | -59.1% | -15.6% | -43.5% | -54.2% |
| 6M | -42.0% | -8.7% | -33.3% | -41.0% |
| YTD | -49.8% | +37.3% | -87.1% | -65.7% |
| 1Y | +43.1% | +80.3% | -37.3% | -19.7% |
| 3Y | -61.0% | +177.9% | -238.9% | -85.6% |
| All | -61.0% | +173.7% | -234.6% | -85.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling