+960.7%
FLEX vs IAU
+875.8%
+85.0%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.6% |
| 7D | -0.9% | -0.5% | -0.4% | -0.8% |
| 30D | -10.1% | +4.4% | -14.6% | -10.8% |
| 3M | -31.3% | -1.1% | -30.3% | -31.3% |
| 6M | +71.3% | -13.7% | +85.0% | +74.7% |
| YTD | +81.2% | +2.7% | +78.5% | +81.1% |
| 1Y | +98.5% | +24.6% | +73.9% | +94.0% |
| 3Y | +428.2% | +126.8% | +301.4% | +381.8% |
| 5Y | +657.3% | +139.5% | +517.8% | +584.0% |
| 10Y | +995.9% | +226.3% | +769.7% | +860.8% |
| All | +960.7% | +875.8% | +85.0% | +636.3% |
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