+651.7%
FLEX vs IBN
+389.8%
+261.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.4% | +4.2% | +3.9% |
| 7D | +2.2% | +11.1% | -8.9% | -1.7% |
| 30D | -32.6% | +23.9% | -56.5% | -38.1% |
| 3M | -35.5% | +16.3% | -51.8% | -39.4% |
| 6M | -45.6% | +34.2% | -79.8% | -51.6% |
| YTD | +30.7% | +17.6% | +13.1% | +21.9% |
| 1Y | +28.4% | +13.8% | +14.5% | +21.1% |
| 3Y | +301.7% | +57.0% | +244.6% | +232.3% |
| 5Y | +473.3% | +75.3% | +397.9% | +354.3% |
| 10Y | +651.7% | +388.7% | +263.1% | +374.7% |
| All | +651.7% | +389.8% | +261.9% | +374.7% |
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