-38.7%
NOW vs FLEX
+23.4%
-62.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -12.3% | +12.0% | -2.3% |
| 7D | -27.5% | -17.0% | -10.5% | -29.7% |
| 30D | -20.0% | -33.8% | +13.8% | -25.0% |
| 3M | -7.9% | -39.0% | +31.1% | -14.5% |
| 6M | +18.3% | -15.9% | +34.2% | +15.1% |
| YTD | -29.0% | +27.8% | -56.8% | -27.5% |
| 1Y | -38.7% | +25.0% | -63.7% | -37.5% |
| All | -38.7% | +23.4% | -62.1% | -37.5% |
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