+20.5%
C vs FLEX
+6.1%
+14.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | -0.1% |
| 7D | -2.4% | -19.3% | +16.9% | +0.2% |
| 30D | -6.0% | -41.5% | +35.6% | +0.5% |
| 3M | -10.5% | -43.1% | +32.6% | -4.2% |
| 6M | -5.7% | -48.2% | +42.5% | +1.2% |
| YTD | +4.1% | +15.5% | -11.4% | -7.5% |
| 1Y | +20.5% | +10.2% | +10.3% | +7.9% |
| All | +20.5% | +6.1% | +14.4% | +7.9% |
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