+614.8%
FLEX vs SU
+242.3%
+372.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -4.9% | -4.3% |
| 7D | +7.5% | +1.7% | +5.7% | +6.7% |
| 30D | -25.3% | -7.9% | -17.4% | -23.1% |
| 3M | -39.7% | +7.5% | -47.2% | -41.5% |
| 6M | -47.9% | +7.2% | -55.1% | -49.8% |
| YTD | +24.1% | +60.9% | -36.8% | +0.3% |
| 1Y | +26.0% | +63.6% | -37.7% | +1.0% |
| 3Y | +282.7% | +128.9% | +153.8% | +166.2% |
| 5Y | +424.2% | +228.3% | +196.0% | +200.1% |
| All | +614.8% | +242.3% | +372.5% | +305.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling