-24.4%
NOW vs FLEX
+499.5%
-523.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.8% | -0.6% | +2.5% |
| 7D | -5.6% | +2.2% | -7.8% | -6.1% |
| 30D | -26.8% | -32.6% | +5.9% | -22.1% |
| 3M | -19.4% | -35.5% | +16.1% | -14.1% |
| 6M | +12.3% | -45.6% | +57.9% | +21.0% |
| YTD | -32.9% | +30.7% | -63.6% | -50.2% |
| 1Y | -40.3% | +28.4% | -68.7% | -55.7% |
| 3Y | -19.1% | +301.7% | -320.7% | -71.9% |
| 5Y | -24.4% | +473.3% | -497.6% | -81.0% |
| All | -24.4% | +499.5% | -523.9% | -81.0% |
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