+10.2%
FLEX vs NDAQ
+27.2%
-17.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.3% | +4.3% | +4.7% |
| 7D | -19.3% | +0.8% | -20.1% | -18.9% |
| 30D | -41.5% | +16.5% | -58.1% | -38.2% |
| 3M | -43.1% | +13.5% | -56.6% | -40.2% |
| 6M | -48.2% | +20.9% | -69.1% | -43.4% |
| YTD | +15.5% | +11.4% | +4.1% | +25.7% |
| 1Y | +10.2% | +25.9% | -15.7% | +3.9% |
| All | +10.2% | +27.2% | -17.0% | +3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling