+32.8%
NET vs FLEX
+102.8%
-70.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.5% | -2.2% |
| 7D | -7.0% | -0.9% | -6.1% | -6.9% |
| 30D | -4.8% | -10.1% | +5.4% | -3.6% |
| 3M | +3.8% | -31.3% | +35.2% | +7.5% |
| 6M | +50.0% | +71.3% | -21.2% | +25.1% |
| YTD | +41.5% | +81.2% | -39.8% | +14.3% |
| 1Y | +32.8% | +98.5% | -65.7% | -1.7% |
| All | +32.8% | +102.8% | -70.0% | -1.7% |
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 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