+504.6%
NOW vs FLEX
+659.4%
-154.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +12.0% | -11.2% | -2.1% |
| 7D | -3.1% | -7.2% | +4.1% | -1.8% |
| 30D | -27.0% | -34.8% | +7.7% | -20.1% |
| 3M | -17.7% | -35.6% | +17.9% | -10.5% |
| 6M | +12.7% | -45.0% | +57.7% | +23.8% |
| YTD | -32.9% | +29.4% | -62.3% | -48.0% |
| 1Y | -40.4% | +24.8% | -65.2% | -53.4% |
| 3Y | -17.1% | +304.4% | -321.5% | -61.2% |
| 5Y | -25.7% | +484.1% | -509.7% | -69.9% |
| 10Y | +504.6% | +640.4% | -135.8% | +87.3% |
| All | +504.6% | +659.4% | -154.8% | +87.3% |
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