+104.7%
FLEX vs AG
+123.1%
-18.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.0% | +5.4% | +4.7% |
| 7D | +7.0% | +4.5% | +2.5% | +5.6% |
| 30D | -5.8% | +12.9% | -18.7% | -9.2% |
| 3M | -24.2% | +20.9% | -45.2% | -28.9% |
| 6M | +90.8% | -19.5% | +110.3% | +90.5% |
| YTD | +89.2% | +24.8% | +64.4% | +77.5% |
| 1Y | +104.7% | +120.2% | -15.5% | +76.9% |
| All | +104.7% | +123.1% | -18.4% | +76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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