+663.2%
FLEX vs IBN
+61.6%
+601.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.9% |
| 7D | -0.9% | +1.4% | -2.3% | -1.6% |
| 30D | -10.1% | -0.3% | -9.8% | -10.1% |
| 3M | -31.3% | +17.1% | -48.5% | -37.1% |
| 6M | +71.3% | +3.4% | +67.9% | +67.2% |
| YTD | +81.2% | +2.5% | +78.7% | +77.0% |
| 1Y | +98.5% | -4.2% | +102.7% | +99.4% |
| 3Y | +428.2% | +32.4% | +395.8% | +331.8% |
| All | +663.2% | +61.6% | +601.7% | +436.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling