+22.8%
FLEX vs IAU
+1.0%
+21.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.8% | +10.2% | +10.9% |
| 7D | -7.2% | +4.9% | -12.1% | -10.1% |
| 30D | -34.8% | -1.4% | -33.4% | -34.0% |
| 3M | -35.6% | -4.8% | -30.8% | -33.6% |
| 6M | -45.0% | -12.5% | -32.5% | -40.3% |
| YTD | +29.4% | -4.2% | +33.6% | +41.7% |
| All | +22.8% | +1.0% | +21.8% | +31.6% |
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