+1,060.6%
FLEX vs NDAQ
+372.3%
+688.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.9% | +6.3% | +5.4% |
| 7D | +7.0% | -2.6% | +9.5% | +8.3% |
| 30D | -5.8% | +0.5% | -6.3% | -6.2% |
| 3M | -24.2% | +9.9% | -34.1% | -29.2% |
| 6M | +90.8% | +8.2% | +82.6% | +77.8% |
| YTD | +89.2% | -1.5% | +90.7% | +84.4% |
| 1Y | +104.7% | +1.3% | +103.4% | +95.5% |
| 3Y | +478.1% | +92.6% | +385.5% | +267.0% |
| 5Y | +726.2% | +53.8% | +672.4% | +490.5% |
| 10Y | +1,060.6% | +376.0% | +684.6% | +362.7% |
| All | +1,060.6% | +372.3% | +688.3% | +362.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling