+98.5%
FLEX vs RACE
-16.2%
+114.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +1.6% |
| 7D | -0.9% | -2.5% | +1.6% | -0.7% |
| 30D | -10.1% | +0.8% | -10.9% | -10.2% |
| 3M | -31.3% | +17.2% | -48.5% | -32.4% |
| 6M | +71.3% | +13.6% | +57.7% | +65.3% |
| YTD | +81.2% | +12.2% | +69.0% | +75.8% |
| 1Y | +98.5% | -16.3% | +114.8% | +94.7% |
| All | +98.5% | -16.2% | +114.7% | +94.7% |
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