+19.4%
MA vs FLEX
+21.6%
-2.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +12.0% | -11.5% | +1.2% |
| 7D | -0.3% | -7.2% | +6.8% | -0.8% |
| 30D | +11.3% | -34.8% | +46.1% | +8.8% |
| 3M | +16.7% | -35.6% | +52.3% | +14.1% |
| 6M | +32.8% | -45.0% | +77.8% | +28.7% |
| YTD | +15.6% | +29.4% | -13.8% | +13.5% |
| All | +19.4% | +21.6% | -2.2% | +16.5% |
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