+726.2%
FLEX vs AEE
+43.4%
+682.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.0% | +3.4% | +4.3% |
| 7D | +7.0% | +1.3% | +5.7% | +6.8% |
| 30D | -5.8% | -1.2% | -4.6% | -5.7% |
| 3M | -24.2% | +1.0% | -25.2% | -24.8% |
| 6M | +90.8% | -2.3% | +93.1% | +90.2% |
| YTD | +89.2% | +9.1% | +80.1% | +84.0% |
| 1Y | +104.7% | +10.6% | +94.1% | +98.3% |
| 3Y | +478.1% | +48.5% | +429.6% | +414.7% |
| 5Y | +726.2% | +39.9% | +686.3% | +655.2% |
| All | +726.2% | +43.4% | +682.8% | +655.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AEE 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling