-48.2%
FLEX vs GEN
+52.9%
-101.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.6% | +7.2% | +4.0% |
| 7D | -19.3% | +2.3% | -21.6% | -18.9% |
| 30D | -41.5% | +33.1% | -74.6% | -38.4% |
| 3M | -43.1% | +6.5% | -49.6% | -42.4% |
| 6M | -48.2% | +53.8% | -102.0% | -47.9% |
| All | -48.2% | +52.9% | -101.1% | -47.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling