+25.0%
HL vs FLEX
+23.4%
+1.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -12.3% | +25.5% | +16.4% |
| 7D | +0.2% | -17.0% | +17.2% | +4.7% |
| 30D | -12.1% | -33.8% | +21.7% | -2.3% |
| 3M | -2.8% | -39.0% | +36.2% | +10.0% |
| 6M | -14.9% | -15.9% | +1.0% | -13.5% |
| YTD | -22.0% | +27.8% | -49.9% | -30.9% |
| 1Y | +25.0% | +25.0% | 0.0% | +10.8% |
| All | +25.0% | +23.4% | +1.6% | +10.8% |
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 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