+26.0%
FLEX vs SUI
-3.0%
+29.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -5.0% | -3.0% |
| 7D | +7.5% | -1.5% | +8.9% | +5.8% |
| 30D | -25.3% | +3.7% | -29.0% | -21.0% |
| 3M | -39.7% | -0.4% | -39.3% | -38.0% |
| 6M | -47.9% | -2.8% | -45.1% | -46.3% |
| YTD | +24.1% | -1.6% | +25.7% | +30.3% |
| 1Y | +26.0% | -2.1% | +28.0% | +32.6% |
| All | +26.0% | -3.0% | +29.0% | +32.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling