+25.0%
FLEX vs RACE
+10.6%
+14.4%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +4.3% | -16.6% | -12.7% |
| 7D | -17.0% | +9.9% | -26.9% | -17.9% |
| 30D | -33.8% | +12.8% | -46.6% | -34.8% |
| 3M | -39.0% | +7.4% | -46.4% | -39.5% |
| 6M | -15.9% | +27.6% | -43.5% | -19.4% |
| YTD | +27.8% | +18.4% | +9.5% | +21.1% |
| 1Y | +25.0% | +9.5% | +15.4% | +19.7% |
| All | +25.0% | +10.6% | +14.4% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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