+7.7%
DIS vs FLEX
+18.3%
-10.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.7% | +0.1% |
| 7D | +4.4% | -13.6% | +18.0% | +4.5% |
| 30D | +10.3% | -36.5% | +46.8% | +11.4% |
| 3M | +15.5% | -36.4% | +52.0% | +16.5% |
| 6M | +11.2% | -46.5% | +57.7% | +12.4% |
| YTD | +5.6% | +25.9% | -20.4% | -2.5% |
| 1Y | +7.7% | +19.6% | -11.8% | -0.4% |
| All | +7.7% | +18.3% | -10.6% | -0.4% |
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