+25.0%
FLEX vs WY
+0.3%
+24.6%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +5.6% | -18.0% | -11.8% |
| 7D | -17.0% | +13.3% | -30.3% | -16.7% |
| 30D | -33.8% | +17.6% | -51.5% | -34.0% |
| 3M | -39.0% | -15.0% | -24.0% | -35.5% |
| 6M | -15.9% | -5.9% | -10.0% | -13.1% |
| YTD | +27.8% | -5.7% | +33.6% | +30.6% |
| 1Y | +25.0% | -0.2% | +25.2% | +23.1% |
| All | +25.0% | +0.3% | +24.6% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling