+416.7%
FLEX vs ROIV
+378.2%
+38.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +6.2% | -1.6% | +3.6% |
| 7D | -19.3% | +5.3% | -24.7% | -20.0% |
| 30D | -41.5% | +11.9% | -53.4% | -42.6% |
| 3M | -43.1% | +10.7% | -53.8% | -44.2% |
| 6M | -48.2% | +34.9% | -83.1% | -50.7% |
| YTD | +15.5% | +79.2% | -63.7% | +5.3% |
| 1Y | +10.2% | +89.0% | -78.8% | -0.3% |
| 3Y | +256.8% | +337.3% | -80.5% | +188.7% |
| All | +416.7% | +378.2% | +38.5% | +264.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling