+640.4%
FLEX vs IBN
+368.7%
+271.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.7% | +10.4% | +11.4% |
| 7D | -7.2% | +14.6% | -21.8% | -11.9% |
| 30D | -34.8% | +23.5% | -58.3% | -40.0% |
| 3M | -35.6% | +14.0% | -49.6% | -39.0% |
| 6M | -45.0% | +31.1% | -76.2% | -50.7% |
| YTD | +29.4% | +16.6% | +12.8% | +21.1% |
| 1Y | +24.8% | +14.9% | +9.9% | +17.3% |
| 3Y | +304.4% | +56.9% | +247.5% | +234.8% |
| 5Y | +484.1% | +69.7% | +414.4% | +368.0% |
| 10Y | +640.4% | +365.4% | +275.0% | +370.0% |
| All | +640.4% | +368.7% | +271.8% | +370.0% |
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