+1,437.8%
FLEX vs TRI
+561.6%
+876.1%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.4% | +6.9% | +4.5% |
| 7D | -0.9% | -0.5% | -0.4% | -0.9% |
| 30D | -10.1% | +7.9% | -18.0% | -15.0% |
| 3M | -31.3% | +24.1% | -55.4% | -42.9% |
| 6M | +71.3% | +3.8% | +67.4% | +50.6% |
| YTD | +81.2% | -16.9% | +98.1% | +78.5% |
| 1Y | +98.5% | -38.4% | +136.9% | +139.2% |
| 3Y | +428.2% | -12.2% | +440.5% | +372.5% |
| 5Y | +657.3% | -1.8% | +659.1% | +514.9% |
| 10Y | +995.9% | +207.6% | +788.3% | +275.3% |
| All | +1,437.8% | +561.6% | +876.1% | +76.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling