+442.4%
FLEX vs BUD
+50.7%
+391.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | -0.9% | +0.3% | -1.2% | -0.9% |
| 30D | -10.1% | -5.7% | -4.5% | -9.5% |
| 3M | -31.3% | +3.1% | -34.5% | -32.0% |
| 6M | +71.3% | +7.9% | +63.4% | +68.0% |
| YTD | +81.2% | +27.3% | +53.9% | +74.7% |
| 1Y | +98.5% | +37.8% | +60.7% | +89.5% |
| All | +442.4% | +50.7% | +391.7% | +403.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 3y: compounded portfolio wealth divided by compounded BUD 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…
3y analysis · Full analysis span regression · 6 months rolling