+442.4%
FLEX vs SUI
+12.1%
+430.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | -0.9% | -2.8% | +1.9% | -1.0% |
| 30D | -10.1% | -1.2% | -9.0% | -10.2% |
| 3M | -31.3% | -1.7% | -29.6% | -31.4% |
| 6M | +71.3% | -10.5% | +81.7% | +72.5% |
| YTD | +81.2% | -1.8% | +83.1% | +80.8% |
| 1Y | +98.5% | -4.1% | +102.6% | +98.4% |
| All | +442.4% | +12.1% | +430.4% | +375.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling