+651.7%
FLEX vs IAU
+209.9%
+441.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.1% | +4.9% | +4.1% |
| 7D | +2.2% | -2.0% | +4.2% | +2.8% |
| 30D | -32.6% | -4.4% | -28.2% | -31.7% |
| 3M | -35.5% | -8.9% | -26.6% | -33.7% |
| 6M | -45.6% | -15.9% | -29.6% | -43.0% |
| YTD | +30.7% | -7.8% | +38.5% | +35.0% |
| 1Y | +28.4% | -3.8% | +32.1% | +31.7% |
| 3Y | +301.7% | +104.3% | +197.3% | +267.8% |
| 5Y | +473.3% | +111.2% | +362.1% | +415.1% |
| 10Y | +651.7% | +216.4% | +435.3% | +610.8% |
| All | +651.7% | +209.9% | +441.9% | +610.8% |
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