+98.5%
FLEX vs INDA
-5.0%
+103.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -0.9% | +0.7% | -1.6% | -1.7% |
| 30D | -10.1% | -0.8% | -9.4% | -9.4% |
| 3M | -31.3% | +3.9% | -35.3% | -34.3% |
| 6M | +71.3% | -0.7% | +72.0% | +66.7% |
| YTD | +81.2% | -7.7% | +88.9% | +83.1% |
| 1Y | +98.5% | -5.1% | +103.6% | +93.2% |
| All | +98.5% | -5.0% | +103.5% | +93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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