+424.8%
FLEX vs EQT
+164.3%
+260.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -4.9% | -4.2% |
| 7D | +7.5% | +6.9% | +0.5% | +5.6% |
| 30D | -25.3% | +0.4% | -25.7% | -25.4% |
| 3M | -39.7% | -2.0% | -37.6% | -39.4% |
| 6M | -47.9% | -5.0% | -42.9% | -47.6% |
| YTD | +24.1% | -0.3% | +24.4% | +22.3% |
| 1Y | +26.0% | -11.3% | +37.3% | +28.2% |
| 3Y | +282.7% | +38.3% | +244.4% | +239.4% |
| All | +424.8% | +164.3% | +260.5% | +309.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling