+726.2%
FLEX vs INDA
+7.2%
+719.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.6% | +6.0% | +6.1% |
| 7D | +7.0% | -1.0% | +8.0% | +7.9% |
| 30D | -5.8% | -2.5% | -3.3% | -3.4% |
| 3M | -24.2% | +4.0% | -28.2% | -27.4% |
| 6M | +90.8% | -1.8% | +92.6% | +94.4% |
| YTD | +89.2% | -9.2% | +98.4% | +107.6% |
| 1Y | +104.7% | -7.2% | +111.9% | +119.4% |
| 3Y | +478.1% | +9.8% | +468.3% | +412.8% |
| 5Y | +726.2% | +7.5% | +718.7% | +643.0% |
| All | +726.2% | +7.2% | +719.0% | +643.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling