+726.2%
FLEX vs NI
+100.2%
+626.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.2% | +3.2% | +3.9% |
| 7D | +7.0% | +2.3% | +4.7% | +6.0% |
| 30D | -5.8% | -1.7% | -4.1% | -5.2% |
| 3M | -24.2% | -8.0% | -16.2% | -22.1% |
| 6M | +90.8% | -8.6% | +99.4% | +95.8% |
| YTD | +89.2% | +2.3% | +86.9% | +84.6% |
| 1Y | +104.7% | +6.9% | +97.8% | +95.6% |
| 3Y | +478.1% | +70.6% | +407.5% | +351.6% |
| 5Y | +726.2% | +96.4% | +629.8% | +519.5% |
| All | +726.2% | +100.2% | +626.0% | +519.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling