+1,115.5%
FLEX vs EQT
+50.4%
+1,065.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -1.6% | +8.8% | +7.5% |
| 7D | +5.7% | -2.0% | +7.7% | +6.1% |
| 30D | -7.0% | 0.0% | -7.0% | -7.1% |
| 3M | -23.8% | +5.9% | -29.8% | -24.9% |
| 6M | +82.6% | -14.8% | +97.4% | +87.3% |
| YTD | +91.6% | +1.8% | +89.9% | +89.0% |
| 1Y | +100.6% | +7.4% | +93.2% | +95.0% |
| 3Y | +479.8% | +33.6% | +446.2% | +435.2% |
| 5Y | +746.5% | +199.3% | +547.2% | +559.5% |
| All | +1,115.5% | +50.4% | +1,065.1% | +912.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 10y: compounded portfolio wealth divided by compounded EQT 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…
10y analysis · Full analysis span regression · 6 months rolling