+298.2%
WBD vs FLEX
+1,008.5%
-710.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.9% |
| 7D | -1.8% | -0.9% | -0.9% | -1.6% |
| 30D | +8.8% | -10.1% | +18.9% | +12.0% |
| 3M | +4.6% | -31.3% | +36.0% | +15.0% |
| 6M | +1.1% | +71.3% | -70.2% | -21.1% |
| YTD | -2.0% | +81.2% | -83.2% | -25.6% |
| 1Y | +140.0% | +98.5% | +41.5% | +75.1% |
| 3Y | +144.4% | +428.2% | -283.9% | +24.0% |
| 5Y | -0.2% | +657.3% | -657.5% | -55.4% |
| 10Y | +9.1% | +995.9% | -986.8% | -61.7% |
| All | +298.2% | +1,008.5% | -710.3% | +13.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling