+651.7%
FLEX vs NDAQ
+475.0%
+176.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.3% | +4.1% | +3.9% |
| 7D | +2.2% | 0.0% | +2.3% | +2.5% |
| 30D | -32.6% | +16.3% | -49.0% | -38.0% |
| 3M | -35.5% | +15.8% | -51.3% | -40.6% |
| 6M | -45.6% | +24.8% | -70.4% | -52.9% |
| YTD | +30.7% | +14.1% | +16.6% | +17.4% |
| 1Y | +28.4% | +26.5% | +1.8% | +8.1% |
| 3Y | +301.7% | +119.1% | +182.5% | +137.9% |
| 5Y | +473.3% | +70.9% | +402.3% | +288.9% |
| 10Y | +651.7% | +479.7% | +172.0% | +160.9% |
| All | +651.7% | +475.0% | +176.7% | +160.9% |
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