+232.7%
LITE vs FLEX
+23.4%
+209.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -12.3% | +4.5% | +0.2% |
| 7D | -31.4% | -17.0% | -14.5% | -22.5% |
| 30D | -42.6% | -33.8% | -8.7% | -25.2% |
| 3M | -26.2% | -39.0% | +12.8% | +1.5% |
| 6M | -35.8% | -15.9% | -19.9% | -28.0% |
| YTD | +70.0% | +27.8% | +42.2% | +15.7% |
| 1Y | +232.7% | +25.0% | +207.8% | +135.4% |
| All | +232.7% | +23.4% | +209.3% | +135.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling