+607.6%
TEAM vs FLEX
+824.6%
-217.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.7% | -1.4% | -3.4% |
| 7D | -22.2% | -13.6% | -8.6% | -20.0% |
| 30D | -28.1% | -36.5% | +8.4% | -20.9% |
| 3M | -2.2% | -36.4% | +34.3% | +6.5% |
| 6M | +62.2% | -46.5% | +108.7% | +78.5% |
| YTD | -8.4% | +25.9% | -34.3% | -28.0% |
| 1Y | -6.6% | +19.6% | -26.2% | -25.8% |
| 3Y | -15.7% | +287.0% | -302.7% | -58.2% |
| 5Y | -65.7% | +466.6% | -532.3% | -85.0% |
| 10Y | +441.0% | +626.9% | -186.0% | +100.2% |
| All | +607.6% | +824.6% | -217.0% | +115.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling