+6.2%
WMT vs FLEX
+90.6%
-84.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.0% | -0.3% |
| 7D | -2.5% | +0.1% | -2.6% | -2.5% |
| 30D | -6.4% | -11.8% | +5.3% | -6.8% |
| 3M | -12.1% | -22.6% | +10.5% | -12.6% |
| 6M | -15.0% | +77.3% | -92.3% | -15.6% |
| YTD | -4.5% | +78.8% | -83.3% | -5.0% |
| 1Y | +6.2% | +86.1% | -79.9% | +6.2% |
| All | +6.2% | +90.6% | -84.4% | +6.2% |
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