+133.9%
HL vs FLEX
+102.8%
+31.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.0% | -3.0% |
| 7D | +1.5% | -0.9% | +2.4% | +1.7% |
| 30D | +25.1% | -10.1% | +35.2% | +28.8% |
| 3M | +22.9% | -31.3% | +54.2% | +35.5% |
| 6M | -4.9% | +71.3% | -76.2% | -26.3% |
| YTD | +7.8% | +81.2% | -73.4% | -18.4% |
| 1Y | +133.9% | +98.5% | +35.4% | +53.4% |
| All | +133.9% | +102.8% | +31.1% | +53.4% |
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