+7,917.6%
FLEX vs TGT
+4,898.8%
+3,018.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.4% |
| 7D | -0.9% | +0.8% | -1.7% | -1.2% |
| 30D | -10.1% | +12.2% | -22.3% | -14.8% |
| 3M | -31.3% | +33.8% | -65.1% | -40.3% |
| 6M | +71.3% | +39.3% | +32.0% | +45.7% |
| YTD | +81.2% | +72.9% | +8.4% | +39.5% |
| 1Y | +98.5% | +84.6% | +13.9% | +48.1% |
| 3Y | +428.2% | +46.2% | +382.0% | +307.5% |
| 5Y | +657.3% | -21.3% | +678.6% | +635.3% |
| 10Y | +995.9% | +213.5% | +782.4% | +413.0% |
| All | +7,917.6% | +4,898.8% | +3,018.8% | +1,191.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 all: compounded portfolio wealth divided by compounded TGT 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…
all analysis · Full analysis span regression · 6 months rolling