+663.2%
FLEX vs GEN
+24.6%
+638.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -12.3% |
| 3M | -31.3% | +16.1% | -47.4% | -34.1% |
| 6M | +71.3% | +38.9% | +32.4% | +54.8% |
| YTD | +81.2% | +14.4% | +66.8% | +73.5% |
| 1Y | +98.5% | +5.9% | +92.6% | +94.7% |
| 3Y | +428.2% | +58.8% | +369.5% | +354.2% |
| All | +663.2% | +24.6% | +638.6% | +569.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling