+452.1%
FLEX vs SU
+225.4%
+226.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.8% | +2.0% | +3.4% |
| 7D | +2.2% | -4.3% | +6.5% | +3.4% |
| 30D | -32.6% | -6.2% | -26.5% | -31.6% |
| 3M | -35.5% | +9.7% | -45.2% | -37.1% |
| 6M | -45.6% | +7.3% | -52.9% | -46.9% |
| YTD | +30.7% | +58.7% | -28.0% | +9.4% |
| 1Y | +28.4% | +59.7% | -31.4% | +7.2% |
| 3Y | +301.7% | +129.2% | +172.4% | +196.3% |
| All | +452.1% | +225.4% | +226.7% | +253.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling