+424.8%
FLEX vs OPEN
-94.8%
+519.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.6% | -0.4% | -3.7% |
| 7D | +7.5% | -15.0% | +22.5% | +9.1% |
| 30D | -25.3% | -40.2% | +14.9% | -22.0% |
| 3M | -39.7% | -67.4% | +27.7% | -33.3% |
| 6M | -47.9% | -74.0% | +26.2% | -41.2% |
| YTD | +24.1% | -79.6% | +103.7% | +42.1% |
| 1Y | +26.0% | -86.1% | +112.1% | +48.7% |
| 3Y | +282.7% | -41.4% | +324.1% | +233.3% |
| All | +424.8% | -94.8% | +519.6% | +549.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling