+8.1%
GE vs FLEX
+21.6%
-13.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +12.0% | -8.2% | +1.7% |
| 7D | +6.3% | -7.2% | +13.4% | +7.1% |
| 30D | +8.9% | -34.8% | +43.6% | +16.4% |
| 3M | -9.2% | -35.6% | +26.4% | -3.0% |
| 6M | +13.2% | -45.0% | +58.2% | +22.7% |
| YTD | +9.4% | +29.4% | -20.0% | -6.7% |
| All | +8.1% | +21.6% | -13.4% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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