+7,281.3%
FLEX vs MDY
+2,662.7%
+4,618.6%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.3% |
| 7D | -0.9% | +0.1% | -1.0% | -1.1% |
| 30D | -10.1% | -1.5% | -8.7% | -8.0% |
| 3M | -31.3% | +0.8% | -32.1% | -31.1% |
| 6M | +71.3% | +7.4% | +63.8% | +60.0% |
| YTD | +81.2% | +15.2% | +66.1% | +53.7% |
| 1Y | +98.5% | +16.5% | +82.0% | +66.2% |
| 3Y | +428.2% | +46.8% | +381.5% | +224.4% |
| 5Y | +657.3% | +46.0% | +611.2% | +365.5% |
| 10Y | +995.9% | +172.1% | +823.9% | +182.5% |
| All | +7,281.3% | +2,662.7% | +4,618.6% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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