+726.2%
FLEX vs WY
-21.5%
+747.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.4% | +5.8% | +5.1% |
| 7D | +7.0% | -2.1% | +9.0% | +8.0% |
| 30D | -5.8% | -10.5% | +4.7% | -0.8% |
| 3M | -24.2% | -4.9% | -19.3% | -23.2% |
| 6M | +90.8% | -4.9% | +95.7% | +93.3% |
| YTD | +89.2% | -1.7% | +90.9% | +87.0% |
| 1Y | +104.7% | -9.4% | +114.1% | +110.7% |
| 3Y | +478.1% | -22.3% | +500.4% | +533.8% |
| 5Y | +726.2% | -20.5% | +746.7% | +810.6% |
| All | +726.2% | -21.5% | +747.7% | +810.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling