+1,060.6%
FLEX vs WWD
+476.2%
+584.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.0% | +6.4% | +5.6% |
| 7D | +7.0% | +0.8% | +6.2% | +6.4% |
| 30D | -5.8% | -6.4% | +0.6% | -2.0% |
| 3M | -24.2% | -5.6% | -18.6% | -22.1% |
| 6M | +90.8% | -9.1% | +99.9% | +101.6% |
| YTD | +89.2% | +12.5% | +76.7% | +76.1% |
| 1Y | +104.7% | +41.3% | +63.4% | +65.1% |
| 3Y | +478.1% | +170.2% | +307.9% | +214.4% |
| 5Y | +726.2% | +192.5% | +533.7% | +314.5% |
| 10Y | +1,060.6% | +476.9% | +583.7% | +301.1% |
| All | +1,060.6% | +476.2% | +584.3% | +301.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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