+287.0%
FLEX vs TRI
-12.1%
+299.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.6% |
| 7D | -13.6% | -1.6% | -12.0% | -13.6% |
| 30D | -36.5% | +5.0% | -41.5% | -35.3% |
| 3M | -36.4% | +4.6% | -41.0% | -34.9% |
| 6M | -46.5% | +18.3% | -64.8% | -42.4% |
| YTD | +25.9% | -14.7% | +40.6% | +43.5% |
| 1Y | +19.6% | -16.7% | +36.2% | +37.0% |
| 3Y | +287.0% | -11.3% | +298.4% | +324.9% |
| All | +287.0% | -12.1% | +299.1% | +324.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling