-6.0%
U vs FLEX
+104.7%
-110.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.4% | -1.8% | +1.8% |
| 7D | +4.5% | +7.0% | -2.5% | +3.1% |
| 30D | -0.6% | -5.8% | +5.2% | +0.3% |
| 3M | +48.4% | -24.2% | +72.7% | +54.4% |
| 6M | +115.4% | +90.8% | +24.6% | +49.0% |
| YTD | -3.2% | +89.2% | -92.4% | -33.6% |
| All | -6.0% | +104.7% | -110.8% | -36.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling