-0.8%
F vs FLEX
+6.1%
-6.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.6% | -5.3% | -1.2% |
| 7D | +1.6% | -19.3% | +20.9% | +3.5% |
| 30D | +2.6% | -41.5% | +44.2% | +8.4% |
| 3M | -8.8% | -43.1% | +34.3% | -3.6% |
| 6M | +4.6% | -48.2% | +52.8% | +11.7% |
| YTD | -1.9% | +15.5% | -17.4% | -9.8% |
| 1Y | -0.8% | +10.2% | -11.0% | -8.2% |
| All | -0.8% | +6.1% | -6.8% | -8.2% |
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