+1,001.8%
TER vs FLEX
+659.4%
+342.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +12.0% | +0.7% | +5.8% |
| 7D | -5.8% | -7.2% | +1.4% | -1.4% |
| 30D | -38.9% | -34.8% | -4.1% | -22.4% |
| 3M | -35.1% | -35.6% | +0.5% | -16.6% |
| 6M | -31.6% | -45.0% | +13.4% | -1.9% |
| YTD | +27.2% | +29.4% | -2.1% | +9.4% |
| 1Y | +35.2% | +24.8% | +10.4% | +18.4% |
| 3Y | +192.8% | +304.4% | -111.6% | +35.0% |
| 5Y | +72.4% | +484.1% | -411.7% | -34.8% |
| 10Y | +1,001.8% | +640.4% | +361.4% | +216.6% |
| All | +1,001.8% | +659.4% | +342.5% | +216.6% |
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