+245.3%
HD vs FLEX
+658.8%
-413.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.8% | -3.7% | -0.7% |
| 7D | -1.2% | +2.2% | -3.4% | -1.9% |
| 30D | +20.9% | -32.6% | +53.5% | +29.1% |
| 3M | -0.2% | -35.5% | +35.3% | +7.0% |
| 6M | +14.5% | -45.6% | +60.1% | +25.1% |
| YTD | +4.3% | +30.7% | -26.4% | -10.8% |
| 1Y | -3.5% | +28.4% | -31.8% | -17.4% |
| 3Y | +30.1% | +301.7% | -271.5% | -23.3% |
| 5Y | +8.5% | +473.3% | -464.8% | -43.8% |
| 10Y | +245.3% | +651.7% | -406.5% | +42.7% |
| All | +245.3% | +658.8% | -413.5% | +42.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling