-42.5%
NOW vs FLEX
+18.3%
-60.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.7% | -0.4% | -3.4% |
| 7D | -8.7% | -13.6% | +4.9% | -10.8% |
| 30D | -29.3% | -36.5% | +7.2% | -34.2% |
| 3M | -21.8% | -36.4% | +14.6% | -27.0% |
| 6M | +9.2% | -46.5% | +55.7% | +0.6% |
| YTD | -35.0% | +25.9% | -60.9% | -33.4% |
| 1Y | -42.5% | +19.6% | -62.1% | -40.9% |
| All | -42.5% | +18.3% | -60.8% | -40.9% |
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