+1,086.7%
FLEX vs AEM
+349.9%
+736.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.5% |
| 7D | +6.4% | +3.0% | +3.3% | +5.7% |
| 30D | -5.9% | +12.5% | -18.4% | -8.3% |
| 3M | -23.5% | +26.9% | -50.4% | -27.4% |
| 6M | +83.7% | -9.4% | +93.2% | +85.1% |
| YTD | +86.5% | +20.3% | +66.2% | +79.2% |
| 1Y | +100.5% | +33.8% | +66.7% | +89.4% |
| 3Y | +469.8% | +349.8% | +120.0% | +343.2% |
| 5Y | +725.7% | +301.0% | +424.6% | +539.4% |
| 10Y | +1,086.7% | +376.1% | +710.7% | +749.0% |
| All | +1,086.7% | +349.9% | +736.8% | +749.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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