+273,029.3%
AMZN vs FLEX
+3,970.3%
+269,059.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.8% |
| 7D | +2.8% | +17.1% | -14.3% | -2.6% |
| 30D | +3.4% | -29.5% | +33.0% | +13.4% |
| 3M | +0.1% | -37.3% | +37.3% | +13.0% |
| 6M | +0.6% | -44.1% | +44.7% | +14.9% |
| YTD | +15.9% | +29.3% | -13.4% | -4.5% |
| 1Y | +9.5% | +24.2% | -14.6% | -8.9% |
| 3Y | +86.3% | +297.3% | -211.0% | +0.7% |
| 5Y | +51.7% | +446.2% | -394.4% | -27.2% |
| 10Y | +623.8% | +643.7% | -19.9% | +168.8% |
| All | +273,029.3% | +3,970.3% | +269,059.0% | +38,529.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling