+1,005.1%
FLEX vs DAR
+355.9%
+649.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.9% |
| 7D | -0.9% | +1.4% | -2.2% | -1.6% |
| 30D | -10.1% | +12.8% | -22.9% | -15.1% |
| 3M | -31.3% | +7.4% | -38.7% | -33.9% |
| 6M | +71.3% | +22.3% | +49.0% | +54.7% |
| YTD | +81.2% | +81.1% | +0.2% | +38.0% |
| 1Y | +98.5% | +106.5% | -8.0% | +40.9% |
| 3Y | +428.2% | +5.3% | +422.9% | +380.1% |
| 5Y | +657.3% | -11.5% | +668.8% | +608.5% |
| All | +1,005.1% | +355.9% | +649.2% | +328.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling