+506.3%
NOW vs FLEX
+569.1%
-62.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.7% | -0.4% | -2.4% |
| 7D | -8.7% | -13.6% | +4.9% | -6.0% |
| 30D | -29.3% | -36.5% | +7.2% | -22.0% |
| 3M | -21.8% | -36.4% | +14.6% | -14.7% |
| 6M | +9.2% | -46.5% | +55.7% | +20.8% |
| YTD | -35.0% | +25.9% | -60.9% | -49.2% |
| 1Y | -42.5% | +19.6% | -62.1% | -54.5% |
| 3Y | -21.5% | +287.0% | -308.5% | -62.8% |
| 5Y | -25.8% | +466.6% | -492.4% | -69.7% |
| 10Y | +506.3% | +626.9% | -120.6% | +89.7% |
| All | +506.3% | +569.1% | -62.8% | +89.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling