+424.8%
FLEX vs ROIV
+380.3%
+44.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.9% | -3.8% |
| 7D | +7.5% | +1.7% | +5.8% | +7.2% |
| 30D | -25.3% | +17.6% | -42.9% | -27.3% |
| 3M | -39.7% | +9.0% | -48.6% | -40.7% |
| 6M | -47.9% | +35.3% | -83.1% | -50.4% |
| YTD | +24.1% | +82.2% | -58.1% | +12.8% |
| 1Y | +26.0% | +92.3% | -66.3% | +13.5% |
| 3Y | +282.7% | +336.8% | -54.1% | +208.7% |
| All | +424.8% | +380.3% | +44.5% | +265.8% |
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