+3,263.9%
FLEX vs BUD
+201.1%
+3,062.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | -0.9% | +0.3% | -1.2% | -1.0% |
| 30D | -10.1% | -5.7% | -4.5% | -7.7% |
| 3M | -31.3% | +3.1% | -34.5% | -33.2% |
| 6M | +71.3% | +7.9% | +63.4% | +62.7% |
| YTD | +81.2% | +27.3% | +53.9% | +57.0% |
| 1Y | +98.5% | +37.8% | +60.7% | +64.0% |
| 3Y | +428.2% | +49.8% | +378.4% | +299.2% |
| 5Y | +657.3% | +43.8% | +613.4% | +468.9% |
| 10Y | +995.9% | -22.6% | +1,018.6% | +972.4% |
| All | +3,263.9% | +201.1% | +3,062.8% | +965.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling