+449.4%
FLEX vs SPXU
-81.1%
+530.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +2.3% |
| 7D | -0.9% | -0.1% | -0.8% | -0.9% |
| 30D | -10.1% | +0.8% | -11.0% | -9.5% |
| 3M | -31.3% | -4.7% | -26.6% | -31.4% |
| 6M | +71.3% | -29.6% | +100.9% | +48.3% |
| YTD | +81.2% | -29.9% | +111.1% | +58.2% |
| 1Y | +98.5% | -39.1% | +137.6% | +64.1% |
| All | +449.4% | -81.1% | +530.5% | +251.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling