+9.4%
AMZN vs FLEX
+90.6%
-81.3%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.9% | +0.1% |
| 7D | -2.7% | +0.1% | -2.8% | -2.7% |
| 30D | -7.5% | -11.8% | +4.3% | -6.7% |
| 3M | +5.8% | -22.6% | +28.4% | +7.0% |
| 6M | +17.5% | +77.3% | -59.8% | +5.3% |
| YTD | +9.1% | +78.8% | -69.6% | -2.5% |
| 1Y | +9.4% | +86.1% | -76.7% | -4.1% |
| All | +9.4% | +90.6% | -81.3% | -4.1% |
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