+1,086.7%
FLEX vs TRU
+146.7%
+940.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.7% | -1.1% |
| 7D | +6.4% | -6.5% | +12.8% | +9.3% |
| 30D | -5.9% | -2.5% | -3.4% | -5.4% |
| 3M | -23.5% | +10.4% | -33.8% | -29.1% |
| 6M | +83.7% | +1.6% | +82.1% | +75.4% |
| YTD | +86.5% | -9.7% | +96.2% | +85.3% |
| 1Y | +100.5% | -17.3% | +117.8% | +105.8% |
| 3Y | +469.8% | -1.8% | +471.7% | +402.5% |
| 5Y | +725.7% | -36.2% | +761.9% | +830.0% |
| 10Y | +1,086.7% | +143.2% | +943.5% | +664.9% |
| All | +1,086.7% | +146.7% | +940.0% | +664.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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