+320.2%
C vs FLEX
+4,757.3%
-4,437.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | -0.8% |
| 7D | -2.4% | -19.3% | +16.9% | +3.3% |
| 30D | -6.0% | -41.5% | +35.6% | +8.6% |
| 3M | -10.5% | -43.1% | +32.6% | +3.5% |
| 6M | -5.7% | -48.2% | +42.5% | +10.1% |
| YTD | +4.1% | +15.5% | -11.4% | -8.3% |
| 1Y | +20.5% | +10.2% | +10.3% | +7.2% |
| 3Y | +208.1% | +256.8% | -48.7% | +86.9% |
| 5Y | +110.4% | +408.2% | -297.8% | +12.7% |
| 10Y | +234.6% | +580.8% | -346.2% | +53.6% |
| All | +320.2% | +4,757.3% | -4,437.1% | +14.3% |
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