+270.0%
INTC vs FLEX
+1,045.8%
-775.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.4% | +3.1% | +2.3% |
| 7D | +18.0% | +6.4% | +11.6% | +15.1% |
| 30D | +8.9% | -5.9% | +14.8% | +11.9% |
| 3M | -1.6% | -23.5% | +21.9% | +10.5% |
| 6M | +133.1% | +83.7% | +49.4% | +80.3% |
| YTD | +187.9% | +86.5% | +101.4% | +121.9% |
| 1Y | +334.7% | +100.5% | +234.2% | +224.1% |
| 3Y | +184.2% | +469.8% | -285.7% | +40.8% |
| 5Y | +116.0% | +725.7% | -609.7% | -7.8% |
| 10Y | +270.0% | +1,086.7% | -816.7% | +33.7% |
| All | +270.0% | +1,045.8% | -775.8% | +33.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling