+5,653.3%
FLEX vs O
+5,241.4%
+411.9%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.8% | +5.3% | +5.0% |
| 7D | -19.3% | +3.7% | -23.0% | -21.1% |
| 30D | -41.5% | +11.2% | -52.7% | -45.0% |
| 3M | -43.1% | -4.0% | -39.1% | -42.4% |
| 6M | -48.2% | -5.2% | -43.0% | -47.8% |
| YTD | +15.5% | +9.5% | +6.0% | +7.7% |
| 1Y | +10.2% | +10.6% | -0.4% | +2.0% |
| 3Y | +256.8% | +38.1% | +218.7% | +184.7% |
| 5Y | +408.2% | +10.2% | +398.0% | +354.9% |
| 10Y | +580.8% | +71.4% | +509.4% | +359.2% |
| All | +5,653.3% | +5,241.4% | +411.9% | +953.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling