+663.2%
FLEX vs BUD
+46.3%
+616.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | -0.9% | +0.3% | -1.2% | -1.0% |
| 30D | -10.1% | -5.7% | -4.5% | -8.7% |
| 3M | -31.3% | +3.1% | -34.5% | -32.5% |
| 6M | +71.3% | +7.9% | +63.4% | +66.0% |
| YTD | +81.2% | +27.3% | +53.9% | +66.6% |
| 1Y | +98.5% | +37.8% | +60.7% | +77.5% |
| 3Y | +428.2% | +49.8% | +378.4% | +343.3% |
| All | +663.2% | +46.3% | +616.9% | +547.3% |
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