+663.2%
FLEX vs EAT
+350.4%
+312.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.3% |
| 7D | -0.9% | 0.0% | -0.9% | -0.9% |
| 30D | -10.1% | +1.9% | -12.0% | -11.0% |
| 3M | -31.3% | +68.7% | -100.0% | -42.4% |
| 6M | +71.3% | +66.9% | +4.4% | +43.2% |
| YTD | +81.2% | +60.4% | +20.8% | +53.0% |
| 1Y | +98.5% | +44.0% | +54.5% | +71.6% |
| 3Y | +428.2% | +604.7% | -176.4% | +156.4% |
| All | +663.2% | +350.4% | +312.8% | +295.5% |
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