-22.9%
SPOT vs FLEX
+102.8%
-125.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.5% | -4.7% | -3.1% |
| 7D | -0.9% | -0.9% | 0.0% | -1.0% |
| 30D | +12.5% | -10.1% | +22.6% | +11.9% |
| 3M | +9.9% | -31.3% | +41.2% | +9.3% |
| 6M | +1.6% | +71.3% | -69.7% | -4.5% |
| YTD | -6.6% | +81.2% | -87.8% | -13.1% |
| 1Y | -22.9% | +98.5% | -121.4% | -29.0% |
| All | -22.9% | +102.8% | -125.8% | -29.0% |
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 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