-68.4%
FLNC vs AMRZ
-11.5%
-56.9%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +5.2% | +5.0% | +8.2% |
| 7D | -2.1% | +10.3% | -12.4% | -6.0% |
| 30D | -20.8% | +18.7% | -39.5% | -26.2% |
| 3M | -61.3% | -14.6% | -46.7% | -59.1% |
| 6M | -50.9% | -12.9% | -38.0% | -49.7% |
| YTD | -69.4% | -17.4% | -52.0% | -68.5% |
| 1Y | -68.4% | -12.3% | -56.1% | -66.8% |
| All | -68.4% | -11.5% | -56.9% | -66.8% |
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