+1,361.4%
FLEX vs DOW
-15.4%
+1,376.8%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.4% | +3.9% | +4.2% |
| 7D | +7.0% | -2.9% | +9.9% | +8.3% |
| 30D | -5.8% | +2.0% | -7.8% | -7.1% |
| 3M | -24.2% | -12.5% | -11.7% | -20.7% |
| 6M | +90.8% | -9.2% | +100.0% | +88.3% |
| YTD | +89.2% | +30.8% | +58.4% | +49.2% |
| 1Y | +104.7% | +29.4% | +75.3% | +59.6% |
| 3Y | +478.1% | -34.6% | +512.6% | +556.2% |
| 5Y | +726.2% | -35.9% | +762.1% | +835.8% |
| All | +1,361.4% | -15.4% | +1,376.8% | +1,087.7% |
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