+8,929.6%
FLEX vs O
+5,387.7%
+3,541.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.9% |
| 7D | -0.9% | -0.7% | -0.2% | -0.5% |
| 30D | -10.1% | -1.9% | -8.3% | -9.4% |
| 3M | -31.3% | +3.8% | -35.2% | -33.5% |
| 6M | +71.3% | -4.7% | +76.0% | +73.5% |
| YTD | +81.2% | +12.5% | +68.8% | +67.9% |
| 1Y | +98.5% | +10.8% | +87.7% | +84.8% |
| 3Y | +428.2% | +28.8% | +399.5% | +340.4% |
| 5Y | +657.3% | +13.2% | +644.1% | +572.7% |
| 10Y | +995.9% | +53.5% | +942.5% | +686.1% |
| All | +8,929.6% | +5,387.7% | +3,541.8% | +1,542.6% |
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