+478.1%
FLEX vs CAH
+184.7%
+293.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.7% | +7.1% | +4.5% |
| 7D | +7.0% | +0.5% | +6.5% | +6.9% |
| 30D | -5.8% | +1.7% | -7.5% | -5.9% |
| 3M | -24.2% | +17.9% | -42.1% | -25.0% |
| 6M | +90.8% | +10.9% | +79.9% | +91.2% |
| YTD | +89.2% | +17.9% | +71.3% | +88.6% |
| 1Y | +104.7% | +61.7% | +43.0% | +96.3% |
| 3Y | +478.1% | +183.7% | +294.3% | +425.1% |
| All | +478.1% | +184.7% | +293.4% | +425.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CAH 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling