+256.8%
FLEX vs IBN
+51.2%
+205.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.2% | +0.4% | +3.5% |
| 7D | -19.3% | +15.1% | -34.4% | -22.7% |
| 30D | -41.5% | +21.6% | -63.2% | -45.3% |
| 3M | -43.1% | +11.2% | -54.3% | -45.0% |
| 6M | -48.2% | +27.8% | -76.0% | -52.7% |
| YTD | +15.5% | +14.7% | +0.8% | +8.1% |
| 1Y | +10.2% | +14.4% | -4.2% | +3.2% |
| 3Y | +256.8% | +52.1% | +204.7% | +209.1% |
| All | +256.8% | +51.2% | +205.6% | +209.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling