+1,033.9%
FLEX vs SPXU
-99.5%
+1,133.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.8% | -6.0% | -3.2% |
| 7D | +0.1% | +6.4% | -6.2% | +3.2% |
| 30D | -11.8% | +5.9% | -17.7% | -9.0% |
| 3M | -22.6% | -11.7% | -10.9% | -25.5% |
| 6M | +77.3% | -28.7% | +106.0% | +58.9% |
| YTD | +78.8% | -26.4% | +105.1% | +64.4% |
| 1Y | +86.1% | -35.2% | +121.3% | +64.0% |
| 3Y | +446.2% | -79.8% | +526.0% | +232.6% |
| 5Y | +689.7% | -86.1% | +775.7% | +404.0% |
| All | +1,033.9% | -99.5% | +1,133.5% | +190.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling