+7,917.6%
FLEX vs GEN
+4,067.0%
+3,850.7%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.7% | +2.3% |
| 7D | -0.9% | -1.2% | +0.3% | -0.5% |
| 30D | -10.1% | +10.1% | -20.3% | -13.5% |
| 3M | -31.3% | +16.1% | -47.4% | -35.8% |
| 6M | +71.3% | +38.9% | +32.4% | +48.3% |
| YTD | +81.2% | +14.4% | +66.8% | +67.3% |
| 1Y | +98.5% | +5.9% | +92.6% | +88.0% |
| 3Y | +428.2% | +58.8% | +369.5% | +324.9% |
| 5Y | +657.3% | +24.7% | +632.6% | +545.5% |
| 10Y | +995.9% | +163.1% | +832.9% | +540.8% |
| All | +7,917.6% | +4,067.0% | +3,850.7% | +1,499.3% |
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