-71.1%
FLNC vs AEIS
+239.4%
-310.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -1.1% | -7.2% | -7.4% |
| 7D | -4.2% | +6.5% | -10.6% | -9.1% |
| 30D | -20.0% | -9.2% | -10.8% | -14.2% |
| 3M | -56.9% | -8.3% | -48.5% | -54.6% |
| 6M | -35.5% | -6.3% | -29.2% | -36.2% |
| YTD | -48.8% | +36.5% | -85.3% | -66.0% |
| 1Y | +49.3% | +84.8% | -35.5% | -23.0% |
| 3Y | -61.8% | +176.6% | -238.4% | -87.5% |
| All | -71.1% | +239.4% | -310.5% | -92.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling