+16.9%
EFA vs FLEX
+23.4%
-6.6%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -12.3% | +14.9% | +3.7% |
| 7D | +2.0% | -17.0% | +18.9% | +3.7% |
| 30D | +1.6% | -33.8% | +35.5% | +5.6% |
| 3M | -1.5% | -39.0% | +37.6% | +3.1% |
| 6M | +6.6% | -15.9% | +22.5% | +6.0% |
| YTD | +11.8% | +27.8% | -16.0% | +3.7% |
| 1Y | +16.9% | +25.0% | -8.1% | +8.5% |
| All | +16.9% | +23.4% | -6.6% | +8.5% |
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