+17.1%
DIA vs FLEX
+104.7%
-87.7%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.4% | -5.5% | -1.4% |
| 7D | +0.1% | +7.0% | -6.9% | -0.4% |
| 30D | -2.1% | -5.8% | +3.7% | -1.7% |
| 3M | +4.2% | -24.2% | +28.4% | +5.5% |
| 6M | +11.9% | +90.8% | -78.9% | +3.3% |
| YTD | +10.8% | +89.2% | -78.4% | +2.1% |
| All | +17.1% | +104.7% | -87.7% | +7.3% |
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 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