+28.4%
FLEX vs DOW
+53.6%
-25.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.4% | +0.4% | +4.7% |
| 7D | +2.2% | -0.5% | +2.7% | +2.1% |
| 30D | -32.6% | +15.7% | -48.4% | -29.6% |
| 3M | -35.5% | +5.3% | -40.8% | -33.9% |
| 6M | -45.6% | -14.2% | -31.4% | -45.4% |
| YTD | +30.7% | +43.9% | -13.2% | +16.7% |
| 1Y | +28.4% | +53.1% | -24.7% | +14.2% |
| All | +28.4% | +53.6% | -25.2% | +14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling