+22.8%
FLEX vs A
+23.5%
-0.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.1% | +8.9% | +11.0% |
| 7D | -7.2% | +4.8% | -11.9% | -8.3% |
| 30D | -34.8% | +5.6% | -40.4% | -35.4% |
| 3M | -35.6% | +23.6% | -59.2% | -38.1% |
| 6M | -45.0% | +56.4% | -101.4% | -49.7% |
| YTD | +29.4% | +33.4% | -4.0% | +21.8% |
| All | +22.8% | +23.5% | -0.7% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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