+449.4%
FLEX vs IBN
+34.1%
+415.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.8% |
| 7D | -0.9% | +1.4% | -2.3% | -1.5% |
| 30D | -10.1% | -0.3% | -9.8% | -10.1% |
| 3M | -31.3% | +17.1% | -48.5% | -35.8% |
| 6M | +71.3% | +3.4% | +67.9% | +66.3% |
| YTD | +81.2% | +2.5% | +78.7% | +75.9% |
| 1Y | +98.5% | -4.2% | +102.7% | +95.9% |
| All | +449.4% | +34.1% | +415.4% | +386.9% |
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