+138.0%
GOOGL vs FLEX
+728.9%
-590.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.4% | -4.4% | -1.1% |
| 7D | +1.1% | +7.0% | -5.9% | -0.6% |
| 30D | -4.4% | -5.8% | +1.4% | -3.4% |
| 3M | -6.8% | -24.2% | +17.4% | -1.7% |
| 6M | +13.6% | +90.8% | -77.2% | -12.5% |
| YTD | +8.3% | +89.2% | -80.9% | -17.1% |
| 1Y | +44.9% | +104.7% | -59.8% | +6.8% |
| 3Y | +150.5% | +478.1% | -327.6% | +14.6% |
| All | +138.0% | +728.9% | -590.9% | -15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling