+282.7%
FLEX vs IAU
+99.0%
+183.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.1% |
| 7D | +7.5% | -4.6% | +12.0% | +9.8% |
| 30D | -25.3% | -5.4% | -19.8% | -23.3% |
| 3M | -39.7% | -10.9% | -28.8% | -36.5% |
| 6M | -47.9% | -17.4% | -30.5% | -43.4% |
| YTD | +24.1% | -10.2% | +34.3% | +32.4% |
| 1Y | +26.0% | -7.1% | +33.0% | +33.2% |
| 3Y | +282.7% | +97.7% | +185.0% | +203.9% |
| All | +282.7% | +99.0% | +183.7% | +203.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling