+1,000.1%
FLEX vs SUI
+110.1%
+890.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | -0.9% | -2.8% | +1.9% | +0.2% |
| 30D | -10.1% | -1.2% | -9.0% | -9.8% |
| 3M | -31.3% | -1.7% | -29.6% | -31.7% |
| 6M | +71.3% | -10.5% | +81.7% | +77.0% |
| YTD | +81.2% | -1.8% | +83.1% | +79.3% |
| 1Y | +98.5% | -4.1% | +102.6% | +97.3% |
| 3Y | +428.2% | +11.3% | +417.0% | +370.4% |
| 5Y | +657.3% | -32.1% | +689.4% | +762.0% |
| All | +1,000.1% | +110.1% | +890.0% | +827.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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