+19.6%
FLEX vs Q
+30.6%
-11.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.5% | -1.8% |
| 7D | -13.6% | +4.0% | -17.6% | -15.6% |
| 30D | -36.5% | -2.3% | -34.2% | -34.7% |
| 3M | -36.4% | -7.9% | -28.5% | -31.9% |
| 6M | -46.5% | -16.0% | -30.5% | -39.5% |
| YTD | +25.9% | +51.7% | -25.8% | +2.0% |
| 1Y | +19.6% | +28.3% | -8.8% | +7.7% |
| All | +19.6% | +30.6% | -11.0% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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