+15.1%
TEAM vs FLEX
+23.4%
-8.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -12.3% | +11.7% | -2.6% |
| 7D | -13.7% | -17.0% | +3.2% | -16.3% |
| 30D | -3.4% | -33.8% | +30.4% | -10.1% |
| 3M | +72.1% | -39.0% | +111.2% | +58.8% |
| 6M | +103.8% | -15.9% | +119.7% | +97.3% |
| YTD | +17.1% | +27.8% | -10.7% | +19.5% |
| 1Y | +15.1% | +25.0% | -9.9% | +17.0% |
| All | +15.1% | +23.4% | -8.4% | +17.0% |
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