+443.6%
TEAM vs FLEX
+608.2%
-164.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.0% | +2.5% | -0.6% |
| 7D | -2.4% | +7.5% | -9.9% | -4.1% |
| 30D | -26.7% | -25.3% | -1.4% | -22.5% |
| 3M | -9.6% | -39.7% | +30.0% | -0.6% |
| 6M | +86.0% | -47.9% | +133.9% | +105.6% |
| YTD | -7.5% | +24.1% | -31.6% | -26.8% |
| 1Y | -1.4% | +26.0% | -27.3% | -22.8% |
| 3Y | -14.3% | +282.7% | -297.0% | -56.8% |
| 5Y | -66.3% | +424.2% | -490.5% | -84.7% |
| All | +443.6% | +608.2% | -164.5% | +119.2% |
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