+651.7%
FLEX vs RACE
+741.5%
-89.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | +2.2% | -3.9% | +6.1% | +4.5% |
| 30D | -32.6% | +6.8% | -39.5% | -35.0% |
| 3M | -35.5% | +1.3% | -36.8% | -36.2% |
| 6M | -45.6% | +26.3% | -71.8% | -52.7% |
| YTD | +30.7% | +13.8% | +16.9% | +18.4% |
| 1Y | +28.4% | -0.5% | +28.8% | +24.9% |
| 3Y | +301.7% | +25.6% | +276.0% | +220.7% |
| 5Y | +473.3% | +67.6% | +405.7% | +271.9% |
| 10Y | +651.7% | +724.7% | -72.9% | +174.4% |
| All | +651.7% | +741.5% | -89.8% | +174.4% |
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