+452.1%
FLEX vs BUD
+50.5%
+401.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.3% | +6.1% | +4.3% |
| 7D | +2.2% | +0.5% | +1.7% | +2.0% |
| 30D | -32.6% | +7.4% | -40.0% | -34.4% |
| 3M | -35.5% | +4.3% | -39.8% | -36.8% |
| 6M | -45.6% | +5.3% | -50.8% | -47.2% |
| YTD | +30.7% | +33.2% | -2.5% | +16.6% |
| 1Y | +28.4% | +31.8% | -3.4% | +14.9% |
| 3Y | +301.7% | +47.8% | +253.9% | +233.5% |
| All | +452.1% | +50.5% | +401.6% | +322.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling