+272.0%
FLEX vs IBN
+1,532.9%
-1,260.9%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.7% |
| 7D | -0.9% | +1.4% | -2.3% | -1.4% |
| 30D | -10.1% | -0.3% | -9.8% | -10.1% |
| 3M | -31.3% | +17.1% | -48.5% | -34.8% |
| 6M | +71.3% | +3.4% | +67.9% | +69.5% |
| YTD | +81.2% | +2.5% | +78.7% | +79.5% |
| 1Y | +98.5% | -4.2% | +102.7% | +100.3% |
| 3Y | +428.2% | +32.4% | +395.8% | +377.4% |
| 5Y | +657.3% | +59.2% | +598.1% | +545.4% |
| 10Y | +995.9% | +345.7% | +650.3% | +535.3% |
| All | +272.0% | +1,532.9% | -1,260.9% | +5.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling