+4.2%
WBD vs FLEX
+717.1%
-712.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.3% |
| 7D | -1.7% | +6.4% | -8.0% | -3.5% |
| 30D | +3.9% | -5.9% | +9.7% | +5.3% |
| 3M | +5.1% | -23.5% | +28.5% | +11.5% |
| 6M | +0.6% | +83.7% | -83.2% | -26.9% |
| YTD | -3.2% | +86.5% | -89.7% | -31.1% |
| 1Y | +127.7% | +100.5% | +27.2% | +54.2% |
| 3Y | +146.6% | +469.8% | -323.3% | -9.3% |
| 5Y | +4.2% | +725.7% | -721.5% | -70.9% |
| All | +4.2% | +717.1% | -712.9% | -70.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling