+25.0%
FLEX vs IJH
+17.8%
+7.2%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +0.6% | -12.9% | -14.0% |
| 7D | -17.0% | +1.7% | -18.7% | -20.8% |
| 30D | -33.8% | +1.2% | -35.1% | -35.8% |
| 3M | -39.0% | -3.4% | -35.6% | -32.5% |
| 6M | -15.9% | +3.7% | -19.6% | -18.8% |
| YTD | +27.8% | +13.9% | +13.9% | +3.7% |
| 1Y | +25.0% | +17.4% | +7.5% | -4.0% |
| All | +25.0% | +17.8% | +7.2% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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