+130.7%
C vs FLEX
+657.3%
-526.6%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.7% |
| 7D | +3.6% | -0.9% | +4.5% | +3.9% |
| 30D | +0.1% | -10.1% | +10.2% | +2.9% |
| 3M | +2.4% | -31.3% | +33.8% | +12.3% |
| 6M | +24.9% | +71.3% | -46.3% | -3.6% |
| YTD | +19.8% | +81.2% | -61.4% | -10.2% |
| 1Y | +44.9% | +98.5% | -53.6% | +3.3% |
| 3Y | +263.0% | +428.2% | -165.3% | +68.5% |
| All | +130.7% | +657.3% | -526.6% | -11.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling