+7,917.6%
FLEX vs EQT
+1,922.2%
+5,995.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.8% |
| 7D | -0.9% | +1.1% | -2.0% | -1.3% |
| 30D | -10.1% | +7.7% | -17.8% | -12.4% |
| 3M | -31.3% | +0.2% | -31.5% | -31.8% |
| 6M | +71.3% | -9.5% | +80.7% | +74.6% |
| YTD | +81.2% | +3.8% | +77.4% | +76.1% |
| 1Y | +98.5% | +7.8% | +90.7% | +89.5% |
| 3Y | +428.2% | +30.1% | +398.1% | +365.5% |
| 5Y | +657.3% | +188.6% | +468.7% | +376.7% |
| 10Y | +995.9% | +54.6% | +941.3% | +620.1% |
| All | +7,917.6% | +1,922.2% | +5,995.4% | +2,029.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling