+478.1%
FLEX vs RVMD
+545.7%
-67.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.3% | +5.7% | +4.6% |
| 7D | +7.0% | -1.2% | +8.2% | +7.2% |
| 30D | -5.8% | +1.1% | -6.9% | -6.0% |
| 3M | -24.2% | +39.6% | -63.8% | -27.6% |
| 6M | +90.8% | +110.7% | -19.9% | +71.1% |
| YTD | +89.2% | +160.3% | -71.1% | +63.1% |
| 1Y | +104.7% | +404.9% | -300.2% | +58.8% |
| 3Y | +478.1% | +545.5% | -67.4% | +335.4% |
| All | +478.1% | +545.7% | -67.6% | +335.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RVMD 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling