+43.3%
AMAT vs FLEX
+6.1%
+37.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.6% | -0.3% | +1.7% |
| 7D | -14.7% | -19.3% | +4.6% | -4.3% |
| 30D | -36.1% | -41.5% | +5.4% | -15.0% |
| 3M | -36.9% | -43.1% | +6.3% | -15.1% |
| 6M | -22.2% | -48.2% | +26.0% | +11.7% |
| YTD | +29.9% | +15.5% | +14.4% | +19.5% |
| 1Y | +43.3% | +10.2% | +33.0% | +35.4% |
| All | +43.3% | +6.1% | +37.2% | +35.4% |
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