+19.2%
U vs FLEX
+21.6%
-2.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +12.0% | -12.1% | -1.6% |
| 7D | +32.3% | -7.2% | +39.5% | +33.0% |
| 30D | +9.7% | -34.8% | +44.5% | +17.1% |
| 3M | +19.6% | -35.6% | +55.2% | +27.3% |
| 6M | +82.6% | -45.0% | +127.7% | +95.9% |
| YTD | +16.4% | +29.4% | -12.9% | -9.6% |
| All | +19.2% | +21.6% | -2.3% | -4.7% |
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