+1,033.9%
FLEX vs TRI
+191.2%
+842.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.3% | -2.8% | -3.8% |
| 7D | +0.1% | -14.4% | +14.5% | +3.9% |
| 30D | -11.8% | -8.1% | -3.7% | -10.4% |
| 3M | -22.6% | +17.5% | -40.1% | -28.8% |
| 6M | +77.3% | -5.0% | +82.3% | +73.3% |
| YTD | +78.8% | -24.7% | +103.5% | +94.2% |
| 1Y | +86.1% | -41.5% | +127.6% | +135.0% |
| 3Y | +446.2% | -20.3% | +466.6% | +431.0% |
| 5Y | +689.7% | -10.9% | +700.6% | +591.9% |
| All | +1,033.9% | +191.2% | +842.7% | +452.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling