-25.1%
NOW vs FLEX
+421.8%
-446.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.0% | +5.6% | +2.3% |
| 7D | +0.3% | +7.5% | -7.2% | -1.1% |
| 30D | -27.0% | -25.3% | -1.7% | -23.7% |
| 3M | -19.6% | -39.7% | +20.0% | -13.3% |
| 6M | +17.5% | -47.9% | +65.3% | +27.3% |
| YTD | -33.3% | +24.1% | -57.4% | -50.0% |
| 1Y | -39.8% | +26.0% | -65.8% | -55.6% |
| 3Y | -19.9% | +282.7% | -302.6% | -72.1% |
| All | -25.1% | +421.8% | -446.9% | -80.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling