+282.7%
FLEX vs A
+64.5%
+218.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.6% | -4.3% |
| 7D | +7.5% | -0.5% | +7.9% | +7.8% |
| 30D | -25.3% | 0.0% | -25.3% | -24.8% |
| 3M | -39.7% | +16.7% | -56.4% | -43.2% |
| 6M | -47.9% | +54.8% | -102.7% | -57.1% |
| YTD | +24.1% | +28.8% | -4.7% | +11.0% |
| 1Y | +26.0% | +19.3% | +6.6% | +17.2% |
| 3Y | +282.7% | +65.5% | +217.2% | +222.0% |
| All | +282.7% | +64.5% | +218.2% | +222.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling