+104.7%
FLEX vs IBN
-6.3%
+111.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.5% | +6.9% | +5.6% |
| 7D | +7.0% | -2.2% | +9.2% | +8.0% |
| 30D | -5.8% | -2.3% | -3.5% | -4.9% |
| 3M | -24.2% | +15.9% | -40.1% | -30.9% |
| 6M | +90.8% | +5.6% | +85.2% | +76.3% |
| YTD | +89.2% | -0.1% | +89.3% | +74.1% |
| 1Y | +104.7% | -6.5% | +111.2% | +86.2% |
| All | +104.7% | -6.3% | +111.0% | +86.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling