+1,060.6%
FLEX vs IAU
+216.4%
+844.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.7% | +6.1% | +4.8% |
| 7D | +7.0% | +0.7% | +6.2% | +6.7% |
| 30D | -5.8% | +0.3% | -6.1% | -6.0% |
| 3M | -24.2% | +0.7% | -24.9% | -24.5% |
| 6M | +90.8% | -15.5% | +106.3% | +97.3% |
| YTD | +89.2% | +1.0% | +88.2% | +90.3% |
| 1Y | +104.7% | +19.6% | +85.1% | +101.0% |
| 3Y | +478.1% | +125.4% | +352.6% | +416.2% |
| 5Y | +726.2% | +140.7% | +585.4% | +622.0% |
| 10Y | +1,060.6% | +218.1% | +842.5% | +966.0% |
| All | +1,060.6% | +216.4% | +844.2% | +966.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling