+25.0%
FLEX vs SPXU
-30.4%
+55.3%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -4.9% | -7.4% | -17.2% |
| 7D | -17.0% | +2.2% | -19.1% | -15.1% |
| 30D | -33.8% | +3.8% | -37.6% | -30.2% |
| 3M | -39.0% | +3.3% | -42.3% | -35.3% |
| 6M | -15.9% | -16.7% | +0.8% | -23.5% |
| YTD | +27.8% | -28.6% | +56.5% | +5.7% |
| 1Y | +25.0% | -30.6% | +55.5% | +2.5% |
| All | +25.0% | -30.4% | +55.3% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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