+1,086.7%
FLEX vs RJF
+428.4%
+658.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.0% |
| 7D | +6.4% | -0.3% | +6.6% | +6.5% |
| 30D | -5.9% | -2.0% | -3.8% | -4.8% |
| 3M | -23.5% | +16.3% | -39.8% | -31.4% |
| 6M | +83.7% | +16.9% | +66.8% | +63.5% |
| YTD | +86.5% | +10.4% | +76.1% | +71.1% |
| 1Y | +100.5% | +7.4% | +93.1% | +87.4% |
| 3Y | +469.8% | +72.2% | +397.6% | +288.3% |
| 5Y | +725.7% | +105.1% | +620.5% | +392.8% |
| 10Y | +1,086.7% | +430.9% | +655.8% | +327.3% |
| All | +1,086.7% | +428.4% | +658.3% | +327.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded RJF 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling