+1,060.6%
FLEX vs O
+50.0%
+1,010.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.8% | +4.6% |
| 7D | +7.0% | -0.6% | +7.5% | +7.2% |
| 30D | -5.8% | -2.0% | -3.8% | -5.0% |
| 3M | -24.2% | +3.0% | -27.2% | -26.2% |
| 6M | +90.8% | -3.6% | +94.4% | +92.1% |
| YTD | +89.2% | +12.1% | +77.1% | +75.9% |
| 1Y | +104.7% | +8.9% | +95.8% | +92.7% |
| 3Y | +478.1% | +30.3% | +447.8% | +377.4% |
| 5Y | +726.2% | +13.7% | +712.5% | +633.8% |
| 10Y | +1,060.6% | +50.3% | +1,010.3% | +805.2% |
| All | +1,060.6% | +50.0% | +1,010.6% | +805.2% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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