+7,917.6%
FLEX vs SU
+10,647.5%
-2,729.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.8% |
| 7D | -0.9% | +3.6% | -4.5% | -2.2% |
| 30D | -10.1% | +7.9% | -18.0% | -12.8% |
| 3M | -31.3% | +3.5% | -34.8% | -32.7% |
| 6M | +71.3% | +19.0% | +52.3% | +56.9% |
| YTD | +81.2% | +55.0% | +26.3% | +50.5% |
| 1Y | +98.5% | +71.2% | +27.3% | +58.5% |
| 3Y | +428.2% | +117.4% | +310.8% | +280.6% |
| 5Y | +657.3% | +335.2% | +322.1% | +300.9% |
| 10Y | +995.9% | +248.7% | +747.2% | +481.7% |
| All | +7,917.6% | +10,647.5% | -2,729.8% | +2,812.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling