+1,060.6%
FLEX vs IBN
+312.4%
+748.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.5% | +6.9% | +5.3% |
| 7D | +7.0% | -2.2% | +9.2% | +7.8% |
| 30D | -5.8% | -2.3% | -3.5% | -5.1% |
| 3M | -24.2% | +15.9% | -40.1% | -28.4% |
| 6M | +90.8% | +5.6% | +85.2% | +86.7% |
| YTD | +89.2% | -0.1% | +89.3% | +88.4% |
| 1Y | +104.7% | -6.5% | +111.2% | +108.1% |
| 3Y | +478.1% | +29.3% | +448.8% | +417.4% |
| 5Y | +726.2% | +56.6% | +669.6% | +589.5% |
| 10Y | +1,060.6% | +314.4% | +746.2% | +680.8% |
| All | +1,060.6% | +312.4% | +748.2% | +680.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling