+802.8%
TEAM vs FLEX
+1,230.8%
-428.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +100.0% |
| 6M | +146.8% | +71.3% | +75.5% | +87.6% |
| YTD | +16.9% | +81.2% | -64.3% | -14.2% |
| 1Y | +12.8% | +98.5% | -85.7% | -21.1% |
| 3Y | -7.3% | +428.2% | -435.5% | -56.4% |
| 5Y | -50.7% | +657.3% | -708.0% | -79.5% |
| 10Y | +529.8% | +995.9% | -466.1% | +111.3% |
| All | +802.8% | +1,230.8% | -428.0% | +157.4% |
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