+424.8%
FLEX vs NDAQ
+66.7%
+358.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.9% | -4.0% |
| 7D | +7.5% | +1.3% | +6.2% | +7.0% |
| 30D | -25.3% | +18.0% | -43.2% | -30.0% |
| 3M | -39.7% | +11.5% | -51.2% | -42.3% |
| 6M | -47.9% | +21.1% | -68.9% | -52.3% |
| YTD | +24.1% | +12.8% | +11.3% | +16.4% |
| 1Y | +26.0% | +25.7% | +0.3% | +10.7% |
| 3Y | +282.7% | +116.8% | +165.9% | +143.7% |
| All | +424.8% | +66.7% | +358.1% | +271.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling