-50.3%
TEAM vs FLEX
+657.3%
-707.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.5% | -4.1% | -3.0% |
| 7D | -0.4% | -0.9% | +0.5% | -0.2% |
| 30D | +67.3% | -10.1% | +77.4% | +71.0% |
| 3M | +86.8% | -31.3% | +118.1% | +101.3% |
| 6M | +146.8% | +71.3% | +75.5% | +70.1% |
| YTD | +16.9% | +81.2% | -64.3% | -23.7% |
| 1Y | +12.8% | +98.5% | -85.7% | -32.3% |
| 3Y | -7.3% | +428.2% | -435.5% | -74.3% |
| All | -50.3% | +657.3% | -707.6% | -90.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling