+256.8%
FLEX vs GEN
+79.4%
+177.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.6% | +7.2% | +4.8% |
| 7D | -19.3% | +2.3% | -21.6% | -19.6% |
| 30D | -41.5% | +33.1% | -74.6% | -43.6% |
| 3M | -43.1% | +6.5% | -49.6% | -43.7% |
| 6M | -48.2% | +53.8% | -102.0% | -53.8% |
| YTD | +15.5% | +11.2% | +4.3% | +13.7% |
| 1Y | +10.2% | +19.4% | -9.2% | +5.4% |
| 3Y | +256.8% | +81.0% | +175.8% | +229.9% |
| All | +256.8% | +79.4% | +177.4% | +229.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling