+5.8%
HD vs FLEX
+431.9%
-426.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.8% |
| 7D | -2.1% | -0.9% | -1.2% | -2.0% |
| 30D | -8.4% | -10.1% | +1.7% | -7.7% |
| 3M | +4.3% | -31.3% | +35.7% | +7.2% |
| 6M | -11.1% | +71.3% | -82.4% | -18.5% |
| YTD | -4.7% | +81.2% | -85.9% | -13.4% |
| 1Y | -19.8% | +98.5% | -118.3% | -28.5% |
| All | +5.8% | +431.9% | -426.1% | -19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling