+287.0%
FLEX vs ARWR
+81.3%
+205.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.6% |
| 7D | -13.6% | -17.7% | +4.1% | -10.8% |
| 30D | -36.5% | -21.9% | -14.6% | -33.7% |
| 3M | -36.4% | -44.5% | +8.1% | -29.3% |
| 6M | -46.5% | -32.6% | -13.9% | -43.0% |
| YTD | +25.9% | -26.2% | +52.1% | +31.6% |
| 1Y | +19.6% | +23.0% | -3.4% | +14.1% |
| 3Y | +287.0% | +81.8% | +205.3% | +215.4% |
| All | +287.0% | +81.3% | +205.7% | +215.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 3y: compounded portfolio wealth divided by compounded ARWR 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…
3y analysis · Full analysis span regression · 6 months rolling