+121.2%
INTC vs FLEX
+658.8%
-537.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.8% | +3.7% | +5.9% |
| 7D | +7.3% | +2.2% | +5.0% | +6.2% |
| 30D | -38.3% | -32.6% | -5.7% | -26.9% |
| 3M | -36.0% | -35.5% | -0.5% | -22.8% |
| 6M | -51.7% | -45.6% | -6.2% | -37.4% |
| YTD | +69.4% | +30.7% | +38.7% | +51.9% |
| 1Y | +65.0% | +28.4% | +36.6% | +48.4% |
| 3Y | +63.0% | +301.7% | -238.7% | -6.0% |
| 5Y | +33.4% | +473.3% | -439.9% | -33.5% |
| 10Y | +121.2% | +651.7% | -530.5% | -6.9% |
| All | +121.2% | +658.8% | -537.6% | -6.9% |
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