+424.8%
FLEX vs EAT
+363.9%
+60.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -4.1% |
| 7D | +7.5% | -4.0% | +11.4% | +8.7% |
| 30D | -25.3% | -2.9% | -22.4% | -24.8% |
| 3M | -39.7% | -16.9% | -22.8% | -36.8% |
| 6M | -47.9% | +57.0% | -104.8% | -55.7% |
| YTD | +24.1% | +38.2% | -14.1% | +8.7% |
| 1Y | +26.0% | +69.3% | -43.3% | +2.9% |
| 3Y | +282.7% | +483.0% | -200.3% | +95.0% |
| All | +424.8% | +363.9% | +60.9% | +173.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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