+104.7%
FLEX vs SBAC
-0.2%
+104.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.8% | +4.3% |
| 7D | +7.0% | -0.1% | +7.0% | +7.0% |
| 30D | -5.8% | +3.2% | -9.0% | -5.2% |
| 3M | -24.2% | -5.1% | -19.2% | -23.6% |
| 6M | +90.8% | -2.1% | +92.9% | +93.4% |
| YTD | +89.2% | -0.5% | +89.7% | +95.4% |
| 1Y | +104.7% | +1.1% | +103.6% | +114.1% |
| All | +104.7% | -0.2% | +104.9% | +114.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 1y: compounded portfolio wealth divided by compounded SBAC 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…
1y analysis · Full analysis span regression · 6 months rolling