+7,917.6%
FLEX vs ALL
+4,411.8%
+3,505.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +2.1% |
| 7D | -0.9% | 0.0% | -0.9% | -0.9% |
| 30D | -10.1% | -1.5% | -8.7% | -9.8% |
| 3M | -31.3% | +23.6% | -55.0% | -39.1% |
| 6M | +71.3% | +22.3% | +48.9% | +51.3% |
| YTD | +81.2% | +26.5% | +54.7% | +56.2% |
| 1Y | +98.5% | +27.0% | +71.5% | +69.4% |
| 3Y | +428.2% | +149.6% | +278.7% | +210.0% |
| 5Y | +657.3% | +118.1% | +539.2% | +361.8% |
| 10Y | +995.9% | +369.0% | +627.0% | +357.3% |
| All | +7,917.6% | +4,411.8% | +3,505.8% | +1,178.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 all: compounded portfolio wealth divided by compounded ALL 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…
all analysis · Full analysis span regression · 6 months rolling