+25.0%
FLEX vs SU
+88.1%
-63.1%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -4.5% | -7.8% | -13.9% |
| 7D | -17.0% | -7.1% | -9.9% | -19.3% |
| 30D | -33.8% | +4.8% | -38.6% | -32.0% |
| 3M | -39.0% | +12.5% | -51.5% | -35.1% |
| 6M | -15.9% | +6.5% | -22.3% | -13.2% |
| YTD | +27.8% | +65.8% | -38.0% | +0.3% |
| 1Y | +25.0% | +86.2% | -61.2% | -8.8% |
| All | +25.0% | +88.1% | -63.1% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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