+9,588.0%
FLEX vs WWD
+15,408.5%
-5,820.5%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.0% |
| 7D | -0.9% | +1.3% | -2.2% | -1.5% |
| 30D | -10.1% | -7.2% | -3.0% | -6.9% |
| 3M | -31.3% | -3.8% | -27.5% | -30.3% |
| 6M | +71.3% | -9.9% | +81.2% | +80.4% |
| YTD | +81.2% | +14.8% | +66.4% | +69.9% |
| 1Y | +98.5% | +42.1% | +56.4% | +67.3% |
| 3Y | +428.2% | +170.8% | +257.4% | +227.1% |
| 5Y | +657.3% | +197.5% | +459.8% | +339.5% |
| 10Y | +995.9% | +477.8% | +518.1% | +353.5% |
| All | +9,588.0% | +15,408.5% | -5,820.5% | +1,289.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling