+193.4%
AMAT vs FLEX
+104.3%
+89.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.4% | -0.4% | +1.5% |
| 7D | +7.0% | +7.0% | 0.0% | +3.1% |
| 30D | -12.2% | -5.8% | -6.4% | -9.4% |
| 3M | -3.8% | -24.2% | +20.4% | +11.4% |
| 6M | +45.9% | +90.8% | -44.9% | +0.2% |
| YTD | +84.6% | +89.2% | -4.6% | +27.6% |
| 1Y | +193.4% | +104.7% | +88.7% | +92.8% |
| All | +193.4% | +104.3% | +89.1% | +92.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling