+295.0%
FLEX vs DOC
+43.5%
+251.5%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +3.1% | -15.4% | -13.7% |
| 7D | -17.0% | +8.7% | -25.7% | -20.2% |
| 30D | -33.8% | +7.6% | -41.5% | -36.5% |
| 3M | -39.0% | -5.3% | -33.8% | -37.8% |
| 6M | -15.9% | +27.6% | -43.5% | -26.6% |
| YTD | +27.8% | +32.4% | -4.6% | +10.0% |
| 1Y | +25.0% | +22.9% | +2.1% | +9.7% |
| All | +295.0% | +43.5% | +251.5% | +225.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 3y: compounded portfolio wealth divided by compounded DOC 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…
3y analysis · Full analysis span regression · 6 months rolling