+475.2%
TEAM vs FLEX
+1,059.7%
-584.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +4.4% | -11.3% | -8.0% |
| 7D | -5.7% | +7.0% | -12.6% | -7.3% |
| 30D | +18.3% | -5.8% | +24.1% | +19.5% |
| 3M | +80.2% | -24.2% | +104.4% | +87.5% |
| 6M | +111.0% | +90.8% | +20.2% | +56.4% |
| YTD | +8.8% | +89.2% | -80.4% | -20.4% |
| 1Y | +2.2% | +104.7% | -102.6% | -28.4% |
| 3Y | -14.6% | +478.1% | -492.7% | -60.2% |
| 5Y | -53.8% | +726.2% | -780.0% | -80.8% |
| 10Y | +475.2% | +1,060.6% | -585.4% | +103.6% |
| All | +475.2% | +1,059.7% | -584.5% | +103.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling