+663.2%
FLEX vs IAU
+141.6%
+521.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.8% |
| 7D | -0.9% | -0.5% | -0.4% | -0.7% |
| 30D | -10.1% | +4.4% | -14.6% | -11.6% |
| 3M | -31.3% | -1.1% | -30.3% | -31.2% |
| 6M | +71.3% | -13.7% | +85.0% | +77.3% |
| YTD | +81.2% | +2.7% | +78.5% | +81.9% |
| 1Y | +98.5% | +24.6% | +73.9% | +93.1% |
| 3Y | +428.2% | +126.8% | +301.4% | +357.9% |
| All | +663.2% | +141.6% | +521.6% | +520.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling