+86.1%
FLEX vs SU
+71.3%
+14.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.2% |
| 7D | +0.1% | +1.7% | -1.5% | +0.8% |
| 30D | -11.8% | +9.6% | -21.4% | -8.3% |
| 3M | -22.6% | +11.7% | -34.3% | -18.2% |
| 6M | +77.3% | +21.9% | +55.4% | +62.3% |
| YTD | +78.8% | +58.6% | +20.1% | +46.8% |
| 1Y | +86.1% | +66.5% | +19.5% | +43.7% |
| All | +86.1% | +71.3% | +14.7% | +43.7% |
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