+31.0%
F vs FLEX
+102.8%
-71.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +1.3% |
| 7D | +5.3% | -0.9% | +6.2% | +5.4% |
| 30D | +4.6% | -10.1% | +14.7% | +5.9% |
| 3M | -3.7% | -31.3% | +27.7% | +1.1% |
| 6M | +16.8% | +71.3% | -54.5% | +5.7% |
| YTD | +15.3% | +81.2% | -66.0% | +3.3% |
| 1Y | +31.0% | +98.5% | -67.5% | +17.6% |
| All | +31.0% | +102.8% | -71.8% | +17.6% |
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