+1,086.7%
FLEX vs AGI
+398.0%
+688.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -1.6% |
| 7D | +6.4% | +2.2% | +4.1% | +6.1% |
| 30D | -5.9% | +11.3% | -17.1% | -7.1% |
| 3M | -23.5% | +5.6% | -29.1% | -24.3% |
| 6M | +83.7% | -27.7% | +111.4% | +88.6% |
| YTD | +86.5% | -4.1% | +90.6% | +86.3% |
| 1Y | +100.5% | +13.8% | +86.7% | +97.2% |
| 3Y | +469.8% | +217.0% | +252.8% | +414.3% |
| 5Y | +725.7% | +404.3% | +321.3% | +617.8% |
| 10Y | +1,086.7% | +400.5% | +686.2% | +910.5% |
| All | +1,086.7% | +398.0% | +688.7% | +910.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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