+424.8%
FLEX vs GEN
+33.3%
+391.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.4% | -6.4% | -4.4% |
| 7D | +7.5% | +2.0% | +5.4% | +7.1% |
| 30D | -25.3% | +27.7% | -53.0% | -28.9% |
| 3M | -39.7% | +3.3% | -42.9% | -40.4% |
| 6M | -47.9% | +31.8% | -79.7% | -52.1% |
| YTD | +24.1% | +13.5% | +10.6% | +18.6% |
| 1Y | +26.0% | +16.0% | +9.9% | +19.4% |
| 3Y | +282.7% | +70.6% | +212.1% | +222.3% |
| All | +424.8% | +33.3% | +391.5% | +341.2% |
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