+859.8%
FLEX vs OPEN
-87.8%
+947.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -7.1% | +4.4% | -2.0% |
| 7D | -13.6% | -24.7% | +11.1% | -11.7% |
| 30D | -36.5% | -41.0% | +4.5% | -33.6% |
| 3M | -36.4% | -62.4% | +25.9% | -30.7% |
| 6M | -46.5% | -73.9% | +27.4% | -39.8% |
| YTD | +25.9% | -77.5% | +103.5% | +42.9% |
| 1Y | +19.6% | -83.6% | +103.1% | +39.0% |
| 3Y | +287.0% | -37.0% | +324.0% | +236.9% |
| 5Y | +466.6% | -93.3% | +559.9% | +473.1% |
| All | +859.8% | -87.8% | +947.6% | +764.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling