+9.7%
GE vs FLEX
+20.5%
-10.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.0% | +4.3% | +1.0% |
| 7D | +2.7% | +7.5% | -4.8% | +1.2% |
| 30D | +8.1% | -25.3% | +33.4% | +12.8% |
| 3M | -7.9% | -39.7% | +31.8% | -0.4% |
| 6M | +12.9% | -47.9% | +60.8% | +23.5% |
| YTD | +8.2% | +24.1% | -15.9% | -7.3% |
| 1Y | +9.7% | +26.0% | -16.3% | -6.5% |
| All | +9.7% | +20.5% | -10.9% | -6.5% |
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