+663.2%
FLEX vs RACE
+93.6%
+569.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +2.3% |
| 7D | -0.9% | -2.5% | +1.6% | +0.1% |
| 30D | -10.1% | +0.8% | -10.9% | -10.6% |
| 3M | -31.3% | +17.2% | -48.5% | -36.2% |
| 6M | +71.3% | +13.6% | +57.7% | +60.2% |
| YTD | +81.2% | +12.2% | +69.0% | +68.9% |
| 1Y | +98.5% | -16.3% | +114.8% | +110.0% |
| 3Y | +428.2% | +36.4% | +391.8% | +307.0% |
| All | +663.2% | +93.6% | +569.7% | +334.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling