+657.2%
FLEX vs IAU
+810.1%
-153.0%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.8% | +10.2% | +11.7% |
| 7D | -7.2% | +4.9% | -12.1% | -8.0% |
| 30D | -34.8% | -1.4% | -33.4% | -34.6% |
| 3M | -35.6% | -4.8% | -30.8% | -35.1% |
| 6M | -45.0% | -12.5% | -32.5% | -43.8% |
| YTD | +29.4% | -4.2% | +33.6% | +30.8% |
| 1Y | +24.8% | +3.1% | +21.7% | +25.1% |
| 3Y | +304.4% | +110.0% | +194.4% | +273.6% |
| 5Y | +484.1% | +123.1% | +361.0% | +434.0% |
| 10Y | +640.4% | +216.7% | +423.7% | +554.4% |
| All | +657.2% | +810.1% | -153.0% | +431.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling