+25.0%
FLEX vs IAU
+2.6%
+22.4%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +3.7% | -16.0% | -14.6% |
| 7D | -17.0% | -0.3% | -16.7% | -16.9% |
| 30D | -33.8% | -1.9% | -32.0% | -32.9% |
| 3M | -39.0% | -0.4% | -38.6% | -39.1% |
| 6M | -15.9% | -10.1% | -5.8% | -9.4% |
| YTD | +27.8% | -5.9% | +33.8% | +38.6% |
| 1Y | +25.0% | +2.9% | +22.1% | +23.7% |
| All | +25.0% | +2.6% | +22.4% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 1y: compounded portfolio wealth divided by compounded IAU 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…
1y analysis · Full analysis span regression · 6 months rolling