+2,771.1%
NOW vs FLEX
+2,228.8%
+542.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.5% | -4.5% | -3.4% |
| 7D | -2.4% | -0.9% | -1.5% | -2.1% |
| 30D | +20.5% | -10.1% | +30.7% | +23.7% |
| 3M | +18.3% | -31.3% | +49.7% | +28.5% |
| 6M | +24.1% | +71.3% | -47.2% | -9.1% |
| YTD | -7.8% | +81.2% | -89.0% | -35.0% |
| 1Y | -21.4% | +98.5% | -119.9% | -47.4% |
| 3Y | +19.5% | +428.2% | -408.7% | -50.0% |
| 5Y | +4.1% | +657.3% | -653.2% | -62.9% |
| 10Y | +826.4% | +995.9% | -169.5% | +145.0% |
| All | +2,771.1% | +2,228.8% | +542.3% | +434.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling