+24.2%
FLEX vs ROIV
+91.0%
-66.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.4% | +3.4% | +0.5% |
| 7D | +17.1% | +9.2% | +7.9% | +13.6% |
| 30D | -29.5% | +19.9% | -49.5% | -33.9% |
| 3M | -37.3% | +10.6% | -47.9% | -39.9% |
| 6M | -44.1% | +36.1% | -80.1% | -50.0% |
| YTD | +29.3% | +84.3% | -55.0% | +5.1% |
| 1Y | +24.2% | +87.6% | -63.4% | +0.6% |
| All | +24.2% | +91.0% | -66.8% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling