+98.5%
FLEX vs D
+16.8%
+81.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.3% |
| 7D | -0.9% | +1.5% | -2.4% | -0.4% |
| 30D | -10.1% | -2.6% | -7.6% | -11.1% |
| 3M | -31.3% | 0.0% | -31.4% | -31.2% |
| 6M | +71.3% | +7.4% | +63.9% | +75.9% |
| YTD | +81.2% | +15.9% | +65.4% | +86.5% |
| 1Y | +98.5% | +18.1% | +80.4% | +102.8% |
| All | +98.5% | +16.8% | +81.6% | +102.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling