+7,917.6%
FLEX vs D
+1,298.7%
+6,619.0%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.7% |
| 7D | -0.9% | +1.5% | -2.4% | -1.4% |
| 30D | -10.1% | -2.6% | -7.6% | -9.2% |
| 3M | -31.3% | 0.0% | -31.4% | -31.6% |
| 6M | +71.3% | +7.4% | +63.9% | +64.8% |
| YTD | +81.2% | +15.9% | +65.4% | +68.9% |
| 1Y | +98.5% | +18.1% | +80.4% | +83.0% |
| 3Y | +428.2% | +58.4% | +369.9% | +318.2% |
| 5Y | +657.3% | +5.2% | +652.1% | +601.3% |
| 10Y | +995.9% | +35.9% | +960.1% | +762.6% |
| All | +7,917.6% | +1,298.7% | +6,619.0% | +3,339.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling