+614.8%
FLEX vs RACE
+729.2%
-114.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.4% | -5.4% | -4.7% |
| 7D | +7.5% | -1.2% | +8.7% | +8.1% |
| 30D | -25.3% | +6.1% | -31.4% | -27.7% |
| 3M | -39.7% | -0.3% | -39.4% | -39.9% |
| 6M | -47.9% | +23.4% | -71.3% | -54.2% |
| YTD | +24.1% | +12.5% | +11.6% | +13.0% |
| 1Y | +26.0% | -0.5% | +26.4% | +22.4% |
| 3Y | +282.7% | +23.6% | +259.1% | +208.1% |
| 5Y | +424.2% | +65.4% | +358.8% | +242.1% |
| All | +614.8% | +729.2% | -114.4% | +160.9% |
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