+1,281.4%
FLEX vs OPEN
-70.7%
+1,352.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.4% |
| 7D | -0.9% | -4.3% | +3.4% | -0.5% |
| 30D | -10.1% | -16.2% | +6.1% | -8.7% |
| 3M | -31.3% | -36.4% | +5.0% | -28.5% |
| 6M | +71.3% | -35.5% | +106.7% | +77.8% |
| YTD | +81.2% | -46.0% | +127.2% | +90.2% |
| 1Y | +98.5% | -47.1% | +145.6% | +100.4% |
| 3Y | +428.2% | -19.0% | +447.3% | +354.2% |
| 5Y | +657.3% | -83.6% | +740.8% | +604.1% |
| All | +1,281.4% | -70.7% | +1,352.1% | +1,050.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling