+5,008.5%
FLEX vs GEN
+3,950.1%
+1,058.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.6% | +7.2% | +5.5% |
| 7D | -19.3% | +2.3% | -21.6% | -20.2% |
| 30D | -41.5% | +33.1% | -74.6% | -47.7% |
| 3M | -43.1% | +6.5% | -49.6% | -45.7% |
| 6M | -48.2% | +53.8% | -102.0% | -57.4% |
| YTD | +15.5% | +11.2% | +4.3% | +5.3% |
| 1Y | +10.2% | +19.4% | -9.2% | -2.2% |
| 3Y | +256.8% | +81.0% | +175.8% | +167.9% |
| 5Y | +408.2% | +33.4% | +374.7% | +313.6% |
| 10Y | +580.8% | +164.3% | +416.5% | +289.4% |
| All | +5,008.5% | +3,950.1% | +1,058.4% | +907.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling