+98.5%
FLEX vs IEF
-0.2%
+98.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.6% |
| 7D | -0.9% | -0.3% | -0.6% | -0.2% |
| 30D | -10.1% | -0.8% | -9.4% | -8.5% |
| 3M | -31.3% | -1.0% | -30.4% | -29.8% |
| 6M | +71.3% | -2.8% | +74.0% | +72.0% |
| YTD | +81.2% | -1.5% | +82.7% | +85.0% |
| 1Y | +98.5% | -0.4% | +98.9% | +103.9% |
| All | +98.5% | -0.2% | +98.7% | +103.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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