+5,376.4%
FLEX vs DAR
+1,373.4%
+4,003.0%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.8% | -0.8% | -2.5% |
| 7D | -13.6% | -3.8% | -9.8% | -13.2% |
| 30D | -36.5% | -14.4% | -22.1% | -35.4% |
| 3M | -36.4% | -17.9% | -18.5% | -35.1% |
| 6M | -46.5% | -18.3% | -28.2% | -45.4% |
| YTD | +25.9% | +43.2% | -17.3% | +20.9% |
| 1Y | +19.6% | +57.7% | -38.1% | +13.5% |
| 3Y | +287.0% | +22.7% | +264.3% | +273.2% |
| 5Y | +466.6% | -34.0% | +500.6% | +479.2% |
| 10Y | +626.9% | +279.5% | +347.5% | +537.1% |
| All | +5,376.4% | +1,373.4% | +4,003.0% | +4,945.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling