+620.3%
AMZN vs FLEX
+658.8%
-38.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.8% | -5.5% | -2.6% |
| 7D | +0.1% | +2.2% | -2.2% | -0.9% |
| 30D | +2.6% | -32.6% | +35.2% | +11.3% |
| 3M | -2.2% | -35.5% | +33.2% | +6.7% |
| 6M | -1.0% | -45.6% | +44.5% | +10.5% |
| YTD | +15.3% | +30.7% | -15.4% | -2.6% |
| 1Y | +6.9% | +28.4% | -21.5% | -9.6% |
| 3Y | +85.4% | +301.7% | -216.3% | +8.7% |
| 5Y | +53.3% | +473.3% | -420.0% | -19.7% |
| 10Y | +620.3% | +651.7% | -31.4% | +219.7% |
| All | +620.3% | +658.8% | -38.5% | +219.7% |
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