+53.3%
FLNC vs AMRZ
-14.5%
+67.8%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.7% |
| 7D | -4.9% | -1.9% | -3.0% | -4.0% |
| 30D | -27.3% | -16.9% | -10.3% | -20.8% |
| 3M | -61.9% | -19.2% | -42.7% | -58.0% |
| 6M | -34.5% | -29.3% | -5.2% | -21.4% |
| YTD | -47.7% | -18.0% | -29.7% | -44.6% |
| 1Y | +53.3% | -15.1% | +68.4% | +38.2% |
| All | +53.3% | -14.5% | +67.8% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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