+1,011.9%
FLEX vs IAU
+222.0%
+789.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.7% |
| 7D | -0.9% | -0.5% | -0.4% | -0.8% |
| 30D | -10.1% | +4.4% | -14.6% | -11.2% |
| 3M | -31.3% | -1.1% | -30.3% | -31.2% |
| 6M | +71.3% | -13.7% | +85.0% | +76.2% |
| YTD | +81.2% | +2.7% | +78.5% | +81.5% |
| 1Y | +98.5% | +24.6% | +73.9% | +93.4% |
| 3Y | +428.2% | +126.8% | +301.4% | +370.3% |
| 5Y | +657.3% | +139.5% | +517.8% | +560.6% |
| All | +1,011.9% | +222.0% | +789.9% | +916.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling