+111.7%
INTC vs FLEX
+698.8%
-587.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +4.4% | +4.7% | +6.8% |
| 7D | +17.4% | +7.0% | +10.4% | +13.6% |
| 30D | +2.8% | -5.8% | +8.6% | +6.1% |
| 3M | -5.3% | -24.2% | +19.0% | +9.0% |
| 6M | +140.6% | +90.8% | +49.8% | +70.5% |
| YTD | +183.1% | +89.2% | +93.9% | +101.9% |
| 1Y | +326.8% | +104.7% | +222.0% | +190.6% |
| 3Y | +179.4% | +478.1% | -298.6% | +13.2% |
| 5Y | +111.7% | +726.2% | -614.5% | -30.1% |
| All | +111.7% | +698.8% | -587.1% | -30.1% |
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