+916.8%
FLEX vs ACI
+34.0%
+882.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.2% | -4.8% | -2.6% |
| 7D | -13.6% | -0.6% | -13.0% | -13.6% |
| 30D | -36.5% | +9.5% | -46.0% | -36.6% |
| 3M | -36.4% | +10.1% | -46.5% | -36.6% |
| 6M | -46.5% | -15.4% | -31.1% | -46.1% |
| YTD | +25.9% | -19.5% | +45.5% | +26.8% |
| 1Y | +19.6% | -21.0% | +40.5% | +20.5% |
| 3Y | +287.0% | -31.2% | +318.2% | +292.8% |
| 5Y | +466.6% | -40.6% | +507.2% | +475.7% |
| All | +916.8% | +34.0% | +882.9% | +946.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling