+663.2%
FLEX vs DOW
-37.6%
+700.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.0% | +4.5% | +2.5% |
| 7D | -0.9% | -2.4% | +1.5% | -0.2% |
| 30D | -10.1% | +0.4% | -10.5% | -10.6% |
| 3M | -31.3% | -14.4% | -17.0% | -28.2% |
| 6M | +71.3% | -7.0% | +78.2% | +66.0% |
| YTD | +81.2% | +30.2% | +51.0% | +45.9% |
| 1Y | +98.5% | +29.2% | +69.3% | +58.1% |
| 3Y | +428.2% | -36.7% | +465.0% | +529.1% |
| All | +663.2% | -37.6% | +700.8% | +797.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling