+575.8%
FLEX vs IAU
+793.8%
-217.9%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.8% | +5.4% | +4.7% |
| 7D | -19.3% | +4.7% | -24.1% | -20.1% |
| 30D | -41.5% | -0.9% | -40.7% | -41.4% |
| 3M | -43.1% | -4.4% | -38.7% | -42.7% |
| 6M | -48.2% | -13.5% | -34.7% | -47.0% |
| YTD | +15.5% | -5.9% | +21.4% | +17.1% |
| 1Y | +10.2% | +1.9% | +8.3% | +10.7% |
| 3Y | +256.8% | +104.1% | +152.7% | +230.9% |
| 5Y | +408.2% | +121.0% | +287.2% | +365.5% |
| 10Y | +580.8% | +204.1% | +376.8% | +504.7% |
| All | +575.8% | +793.8% | -217.9% | +376.0% |
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