+1,086.7%
FLEX vs SRE
+118.9%
+967.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | +6.4% | +1.5% | +4.9% | +5.7% |
| 30D | -5.9% | +0.8% | -6.7% | -6.5% |
| 3M | -23.5% | -5.8% | -17.7% | -21.6% |
| 6M | +83.7% | -7.8% | +91.5% | +89.6% |
| YTD | +86.5% | -2.4% | +88.8% | +86.9% |
| 1Y | +100.5% | +8.9% | +91.6% | +90.1% |
| 3Y | +469.8% | +31.1% | +438.8% | +376.5% |
| 5Y | +725.7% | +48.6% | +677.0% | +541.0% |
| 10Y | +1,086.7% | +126.1% | +960.6% | +731.0% |
| All | +1,086.7% | +118.9% | +967.8% | +731.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SRE 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling