+858.6%
FLEX vs DOW
-5.5%
+864.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.9% |
| 7D | +7.5% | +5.2% | +2.2% | +4.9% |
| 30D | -25.3% | +13.2% | -38.5% | -29.7% |
| 3M | -39.7% | +10.1% | -49.8% | -43.0% |
| 6M | -47.9% | -13.1% | -34.8% | -45.6% |
| YTD | +24.1% | +46.1% | -22.0% | -7.8% |
| 1Y | +26.0% | +50.0% | -24.1% | -8.2% |
| 3Y | +282.7% | -20.2% | +302.9% | +287.9% |
| 5Y | +424.2% | -27.7% | +451.9% | +457.2% |
| All | +858.6% | -5.5% | +864.1% | +634.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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