+25.0%
FLEX vs OPEN
-72.7%
+97.6%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +13.8% | -26.1% | -15.0% |
| 7D | -17.0% | +3.7% | -20.6% | -17.8% |
| 30D | -33.8% | -14.3% | -19.6% | -31.7% |
| 3M | -39.0% | -51.9% | +12.9% | -28.2% |
| 6M | -15.9% | -61.4% | +45.5% | +3.4% |
| YTD | +27.8% | -66.0% | +93.9% | +56.5% |
| 1Y | +25.0% | -71.4% | +96.4% | +55.2% |
| All | +25.0% | -72.7% | +97.6% | +55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 1y: compounded portfolio wealth divided by compounded OPEN 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…
1y analysis · Full analysis span regression · 6 months rolling