+2,043.3%
FLEX vs BUD
+214.6%
+1,828.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.5% | +6.0% | +5.3% |
| 7D | -19.3% | +4.5% | -23.8% | -21.6% |
| 30D | -41.5% | +12.5% | -54.0% | -45.8% |
| 3M | -43.1% | 0.0% | -43.1% | -44.1% |
| 6M | -48.2% | +3.8% | -52.0% | -50.6% |
| YTD | +15.5% | +33.1% | -17.6% | -3.7% |
| 1Y | +10.2% | +35.5% | -25.3% | -9.3% |
| 3Y | +256.8% | +49.4% | +207.4% | +167.5% |
| 5Y | +408.2% | +48.0% | +360.1% | +274.2% |
| 10Y | +580.8% | -8.6% | +589.4% | +497.3% |
| All | +2,043.3% | +214.6% | +1,828.7% | +553.6% |
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 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