+249.3%
HL vs FLEX
+717.1%
-467.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.4% | +3.3% | +2.4% |
| 7D | +0.4% | +6.4% | -6.0% | -1.8% |
| 30D | +18.8% | -5.9% | +24.7% | +20.8% |
| 3M | +43.7% | -23.5% | +67.2% | +54.4% |
| 6M | -1.0% | +83.7% | -84.8% | -24.8% |
| YTD | +8.7% | +86.5% | -77.8% | -18.0% |
| 1Y | +105.0% | +100.5% | +4.5% | +49.2% |
| 3Y | +427.3% | +469.8% | -42.6% | +139.4% |
| 5Y | +249.3% | +725.7% | -476.4% | +30.2% |
| All | +249.3% | +717.1% | -467.8% | +30.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling