+631.8%
TEAM vs FLEX
+748.0%
-116.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +4.6% | -20.7% | -17.2% |
| 7D | -19.8% | -19.3% | -0.5% | -16.2% |
| 30D | -21.5% | -41.5% | +20.0% | -11.9% |
| 3M | +39.5% | -43.1% | +82.6% | +56.1% |
| 6M | +73.1% | -48.2% | +121.3% | +91.3% |
| YTD | -5.2% | +15.5% | -20.7% | -23.9% |
| 1Y | -1.6% | +10.2% | -11.8% | -20.2% |
| 3Y | -11.4% | +256.8% | -268.3% | -55.2% |
| 5Y | -65.1% | +408.2% | -473.3% | -84.3% |
| 10Y | +471.3% | +580.9% | -109.6% | +113.7% |
| All | +631.8% | +748.0% | -116.2% | +128.1% |
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