+1,115.5%
FLEX vs NI
+143.3%
+972.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | 0.0% | +7.2% | +7.2% |
| 7D | +5.7% | 0.0% | +5.7% | +5.7% |
| 30D | -7.0% | -1.4% | -5.6% | -6.4% |
| 3M | -23.8% | -10.6% | -13.2% | -20.1% |
| 6M | +82.6% | -9.3% | +92.0% | +89.5% |
| YTD | +91.6% | +1.1% | +90.5% | +88.6% |
| 1Y | +100.6% | +3.4% | +97.2% | +95.0% |
| 3Y | +479.8% | +67.9% | +411.9% | +343.0% |
| 5Y | +746.5% | +98.0% | +648.5% | +488.8% |
| All | +1,115.5% | +143.3% | +972.3% | +747.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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