+25.9%
HD vs FLEX
+254.3%
-228.4%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.6% | -6.4% | -2.1% |
| 7D | +4.3% | -19.3% | +23.7% | +5.3% |
| 30D | +20.2% | -41.5% | +61.7% | +23.9% |
| 3M | -1.0% | -43.1% | +42.1% | +2.1% |
| 6M | +7.9% | -48.2% | +56.1% | +11.3% |
| YTD | +2.0% | +15.5% | -13.5% | -5.3% |
| 1Y | -4.3% | +10.2% | -14.5% | -10.8% |
| 3Y | +25.9% | +256.8% | -230.9% | -8.8% |
| All | +25.9% | +254.3% | -228.4% | -8.8% |
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