+4,038.9%
INTC vs FLEX
+7,857.5%
-3,818.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +4.4% | +4.7% | +7.6% |
| 7D | +17.4% | +7.0% | +10.4% | +14.9% |
| 30D | +2.8% | -5.8% | +8.6% | +5.0% |
| 3M | -5.3% | -24.2% | +19.0% | +4.5% |
| 6M | +140.6% | +90.8% | +49.8% | +93.4% |
| YTD | +183.1% | +89.2% | +93.9% | +128.6% |
| 1Y | +326.8% | +104.7% | +222.0% | +234.8% |
| 3Y | +179.4% | +478.1% | -298.6% | +54.9% |
| 5Y | +111.7% | +726.2% | -614.5% | +3.5% |
| 10Y | +253.8% | +1,060.6% | -806.8% | +40.5% |
| All | +4,038.9% | +7,857.5% | -3,818.6% | +956.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling