+11.5%
ABT vs FLEX
+475.0%
-463.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.4% | -7.0% | -2.4% |
| 7D | -3.1% | +7.0% | -10.1% | -2.9% |
| 30D | -2.1% | -5.8% | +3.7% | -2.3% |
| 3M | +17.4% | -24.2% | +41.6% | +17.0% |
| 6M | -2.4% | +90.8% | -93.2% | -4.0% |
| YTD | -14.2% | +89.2% | -103.4% | -15.6% |
| 1Y | -18.3% | +104.7% | -123.0% | -19.9% |
| 3Y | +11.5% | +478.1% | -466.6% | +1.0% |
| All | +11.5% | +475.0% | -463.5% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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