+1,000.1%
FLEX vs RACE
+818.0%
+182.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +2.5% |
| 7D | -0.9% | -2.5% | +1.6% | +0.4% |
| 30D | -10.1% | +0.8% | -10.9% | -10.7% |
| 3M | -31.3% | +17.2% | -48.5% | -37.4% |
| 6M | +71.3% | +13.6% | +57.7% | +57.6% |
| YTD | +81.2% | +12.2% | +69.0% | +65.8% |
| 1Y | +98.5% | -16.3% | +114.8% | +109.8% |
| 3Y | +428.2% | +36.4% | +391.8% | +300.5% |
| 5Y | +657.3% | +95.0% | +562.3% | +348.7% |
| All | +1,000.1% | +818.0% | +182.1% | +260.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling