+899.3%
FLEX vs DOW
-11.5%
+910.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -1.4% | +13.4% | +12.7% |
| 7D | -7.2% | -9.4% | +2.3% | -2.8% |
| 30D | -34.8% | +8.9% | -43.7% | -37.6% |
| 3M | -35.6% | +6.7% | -42.3% | -38.4% |
| 6M | -45.0% | -14.2% | -30.8% | -42.6% |
| YTD | +29.4% | +36.9% | -7.5% | -1.0% |
| 1Y | +24.8% | +45.8% | -21.0% | -8.5% |
| 3Y | +304.4% | -23.9% | +328.3% | +317.3% |
| 5Y | +484.1% | -30.8% | +514.8% | +531.2% |
| All | +899.3% | -11.5% | +910.8% | +688.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling