+26.0%
FLEX vs AU
+6.3%
+19.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.5% | -3.5% |
| 7D | +7.5% | -7.2% | +14.7% | +10.6% |
| 30D | -25.3% | -2.9% | -22.4% | -24.4% |
| 3M | -39.7% | -8.7% | -31.0% | -38.1% |
| 6M | -47.9% | -14.1% | -33.7% | -45.8% |
| YTD | +24.1% | +4.8% | +19.3% | +23.4% |
| 1Y | +26.0% | +11.9% | +14.1% | +24.1% |
| All | +26.0% | +6.3% | +19.7% | +24.1% |
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