+565.2%
FLEX vs SUI
+115.7%
+449.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.5% | +6.0% | +5.1% |
| 7D | -19.3% | +6.2% | -25.5% | -21.4% |
| 30D | -41.5% | +8.6% | -50.1% | -43.9% |
| 3M | -43.1% | +1.0% | -44.1% | -44.0% |
| 6M | -48.2% | -2.6% | -45.6% | -48.9% |
| YTD | +15.5% | -0.1% | +15.6% | +12.2% |
| 1Y | +10.2% | +0.5% | +9.7% | +6.6% |
| 3Y | +256.8% | +15.3% | +241.6% | +209.3% |
| 5Y | +408.2% | -26.1% | +434.3% | +450.2% |
| All | +565.2% | +115.7% | +449.4% | +436.1% |
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