-4.7%
QQQ vs FLEX
-47.8%
+43.2%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.0% | +2.8% | -0.2% |
| 7D | +3.6% | +7.5% | -3.8% | +1.8% |
| 30D | -6.7% | -25.3% | +18.6% | -1.1% |
| 3M | -7.0% | -39.7% | +32.6% | +3.3% |
| 6M | -4.7% | -47.9% | +43.2% | +7.9% |
| All | -4.7% | -47.8% | +43.2% | +7.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling