+1,425.2%
AMAT vs FLEX
+658.8%
+766.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.8% | +2.3% | +3.9% |
| 7D | +7.0% | +2.2% | +4.7% | +6.0% |
| 30D | -20.6% | -32.6% | +12.1% | -1.3% |
| 3M | -24.8% | -35.5% | +10.7% | -4.7% |
| 6M | -10.7% | -45.6% | +34.8% | +25.6% |
| YTD | +54.3% | +30.7% | +23.6% | +25.6% |
| 1Y | +73.7% | +28.4% | +45.4% | +42.1% |
| 3Y | +168.4% | +301.7% | -133.2% | +11.3% |
| 5Y | +167.6% | +473.3% | -305.7% | -10.0% |
| 10Y | +1,425.2% | +651.7% | +773.4% | +281.2% |
| All | +1,425.2% | +658.8% | +766.4% | +281.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling