+100.5%
FLEX vs TE
+145.5%
-45.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.0% | +1.5% | -0.9% |
| 7D | +6.4% | +15.0% | -8.6% | +3.9% |
| 30D | -5.9% | -7.5% | +1.7% | -5.0% |
| 3M | -23.5% | -42.0% | +18.5% | -18.3% |
| 6M | +83.7% | -31.4% | +115.2% | +91.9% |
| YTD | +86.5% | -26.5% | +113.0% | +93.0% |
| 1Y | +100.5% | +153.1% | -52.6% | +107.9% |
| All | +100.5% | +145.5% | -45.0% | +107.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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