+416.7%
FLEX vs O
+10.1%
+406.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.8% | +5.3% | +4.7% |
| 7D | -19.3% | +3.7% | -23.0% | -19.8% |
| 30D | -41.5% | +11.2% | -52.7% | -42.8% |
| 3M | -43.1% | -4.0% | -39.1% | -42.6% |
| 6M | -48.2% | -5.2% | -43.0% | -47.8% |
| YTD | +15.5% | +9.5% | +6.0% | +11.2% |
| 1Y | +10.2% | +10.6% | -0.4% | +5.6% |
| 3Y | +256.8% | +38.1% | +218.7% | +195.8% |
| All | +416.7% | +10.1% | +406.5% | +393.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling