+85.9%
AMZN vs FLEX
+475.0%
-389.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.4% | -5.0% | -1.4% |
| 7D | +0.8% | +7.0% | -6.2% | -0.5% |
| 30D | -6.4% | -5.8% | -0.6% | -5.6% |
| 3M | +4.8% | -24.2% | +29.0% | +8.9% |
| 6M | +20.5% | +90.8% | -70.3% | -3.3% |
| YTD | +11.3% | +89.2% | -77.9% | -11.2% |
| 1Y | +9.0% | +104.7% | -95.8% | -16.2% |
| 3Y | +85.9% | +478.1% | -392.2% | +8.7% |
| All | +85.9% | +475.0% | -389.1% | +8.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling