+1,005.1%
FLEX vs GEN
+158.5%
+846.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.7% | +2.0% |
| 7D | -0.9% | -1.2% | +0.3% | -0.6% |
| 30D | -10.1% | +10.1% | -20.3% | -12.4% |
| 3M | -31.3% | +16.1% | -47.4% | -34.3% |
| 6M | +71.3% | +38.9% | +32.4% | +55.0% |
| YTD | +81.2% | +14.4% | +66.8% | +72.3% |
| 1Y | +98.5% | +5.9% | +92.6% | +92.6% |
| 3Y | +428.2% | +58.8% | +369.5% | +355.8% |
| 5Y | +657.3% | +24.7% | +632.6% | +579.1% |
| All | +1,005.1% | +158.5% | +846.6% | +661.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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