+86.1%
FLEX vs AU
+73.4%
+12.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.3% | +0.1% | -2.7% |
| 7D | +0.1% | -7.0% | +7.1% | +2.6% |
| 30D | -11.8% | +7.3% | -19.0% | -14.6% |
| 3M | -22.6% | +33.2% | -55.8% | -32.2% |
| 6M | +77.3% | -0.6% | +78.0% | +70.3% |
| YTD | +78.8% | +26.2% | +52.6% | +61.7% |
| 1Y | +86.1% | +68.3% | +17.8% | +46.8% |
| All | +86.1% | +73.4% | +12.7% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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