+640.4%
FLEX vs GEN
+166.9%
+473.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | 0.0% | +12.0% | +12.0% |
| 7D | -7.2% | -0.3% | -6.9% | -7.2% |
| 30D | -34.8% | +28.2% | -62.9% | -38.6% |
| 3M | -35.6% | +2.6% | -38.2% | -36.7% |
| 6M | -45.0% | +32.7% | -77.7% | -49.9% |
| YTD | +29.4% | +11.3% | +18.1% | +22.6% |
| 1Y | +24.8% | +17.9% | +6.8% | +16.2% |
| 3Y | +304.4% | +66.3% | +238.1% | +241.9% |
| 5Y | +484.1% | +31.7% | +452.4% | +411.9% |
| 10Y | +640.4% | +150.0% | +490.4% | +406.3% |
| All | +640.4% | +166.9% | +473.5% | +406.3% |
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