+5,623.1%
FLEX vs GWW
+7,137.2%
-1,514.1%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.7% | +11.4% | +11.6% |
| 7D | -7.2% | +5.3% | -12.4% | -10.4% |
| 30D | -34.8% | +12.4% | -47.2% | -39.6% |
| 3M | -35.6% | +13.7% | -49.3% | -40.8% |
| 6M | -45.0% | +18.0% | -63.0% | -50.8% |
| YTD | +29.4% | +44.6% | -15.2% | +2.5% |
| 1Y | +24.8% | +53.1% | -28.3% | -4.5% |
| 3Y | +304.4% | +90.2% | +214.2% | +168.5% |
| 5Y | +484.1% | +215.0% | +269.1% | +182.1% |
| 10Y | +640.4% | +658.9% | -18.5% | +93.3% |
| All | +5,623.1% | +7,137.2% | -1,514.1% | +281.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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