+124.9%
WBD vs FLEX
+90.6%
+34.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.1% | +5.2% | +1.2% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | +4.2% | -11.8% | +15.9% | +4.7% |
| 3M | +7.5% | -22.6% | +30.1% | +8.8% |
| 6M | +1.6% | +77.3% | -75.7% | -4.6% |
| YTD | -2.2% | +78.8% | -80.9% | -8.7% |
| 1Y | +124.9% | +86.1% | +38.8% | +114.0% |
| All | +124.9% | +90.6% | +34.3% | +114.0% |
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