+28.4%
FLEX vs NI
+7.1%
+21.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.6% | +3.2% | +3.7% |
| 7D | +2.2% | +0.6% | +1.7% | +2.0% |
| 30D | -32.6% | +11.2% | -43.9% | -33.2% |
| 3M | -35.5% | +9.2% | -44.6% | -36.1% |
| 6M | -45.6% | -1.8% | -43.7% | -46.6% |
| YTD | +30.7% | +12.0% | +18.7% | +16.0% |
| 1Y | +28.4% | +6.4% | +21.9% | +18.7% |
| All | +28.4% | +7.1% | +21.3% | +18.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling